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 | $64,967 | $58,512+11.0% | $84,015-22.7% | $72,985-11.0% |
| Participation rate | 56.2% | 61.2%-5.0pp | 69.0%-12.8pp | 69.5%-13.3pp |
| Annual return | 22.07% | 28.93%-6.9pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $943 | $1,163-18.9% | $1,983-52.5% | $2,440-61.3% |
| Participant deferral / active EE | $1,207 | $2,394-49.6% | $3,239-62.7% | $3,607-66.5% |
| Admin fee / account holder | $138 | $4,569-97.0% | $6,101-97.7% | $5,124-97.3% |