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 | $109,303 | $74,927+45.9% | $101,794+7.4% | $84,808+28.9% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.2%-15.3pp | 68.3%-14.5pp |
| Annual return | 14.65% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $464 | $1,522-69.5% | $2,289-79.8% | $2,631-82.4% |
| Participant deferral / active EE | $3,923 | $3,099+26.6% | $4,084-3.9% | $4,212-6.9% |
| Admin fee / account holder | $51 | $6,514-99.2% | $8,777-99.4% | $7,344-99.3% |