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 | $75,728 | $181,894-58.4% | $156,549-51.6% | $273,961-72.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.25% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,922 | $6,248-69.2% | $5,501-65.1% | $4,869-60.5% |
| Participant deferral / active EE | $2,565 | $5,550-53.8% | $4,871-47.4% | $5,287-51.5% |
| Admin fee / account holder | $38 | $15,559-99.8% | $13,027-99.7% | $10,132-99.6% |