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 | $71,867 | $86,929-17.3% | $102,423-29.8% | $80,856-11.1% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.6%-27.6pp |
| Annual return | 15.58% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,455 | $2,369-38.6% | $3,023-51.9% | $2,755-47.2% |
| Participant deferral / active EE | $2,817 | $4,118-31.6% | $5,053-44.2% | $4,296-34.4% |
| Admin fee / account holder | $158 | $8,049-98.0% | $9,451-98.3% | $6,918-97.7% |