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 | $75,506 | $62,586+20.6% | $76,768-1.6% | $64,186+17.6% |
| Participation rate | 44.4% | 72.8%-28.4pp | 77.0%-32.5pp | 69.6%-25.1pp |
| Annual return | 5.48% | -1.95%+7.4pp | 2.43%+3.1pp | 7.63%-2.2pp |
| Employer contribution / active EE | $701 | $1,832-61.8% | $2,485-71.8% | $2,381-70.6% |
| Participant deferral / active EE | $1,566 | $3,145-50.2% | $3,852-59.3% | $3,470-54.9% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |