See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,795 | $60,349+17.3% | $74,183-4.6% | $62,891+12.6% |
| Participation rate | 58.1% | 72.7%-14.7pp | 76.6%-18.6pp | 69.3%-11.2pp |
| Annual return | 7.78% | 21.37%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,633 | $1,680-2.8% | $2,370-31.1% | $2,281-28.4% |
| Participant deferral / active EE | $2,842 | $2,856-0.5% | $3,550-19.9% | $3,203-11.3% |
| Admin fee / account holder | $131 | $4,261-96.9% | $5,586-97.7% | $4,296-97.0% |