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 | $66,333 | $72,492-8.5% | $87,100-23.8% | $72,985-9.1% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 19.26% | 24.46%-5.2pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,844 | $1,894-2.7% | $2,521-26.9% | $2,440-24.4% |
| Participant deferral / active EE | $3,182 | $3,270-2.7% | $4,049-21.4% | $3,607-11.8% |
| Admin fee / account holder | $27 | $5,055-99.5% | $7,497-99.6% | $5,124-99.5% |