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 | $81,639 | $62,573+30.5% | $85,682-4.7% | $85,850-4.9% |
| Participation rate | 58.8% | 61.1%-2.3pp | 69.9%-11.0pp | 69.3%-10.5pp |
| Annual return | 12.25% | 23.77%-11.5pp | 21.49%-9.2pp | 318.53%-306.3pp |
| Employer contribution / active EE | $448 | $1,757-74.5% | $2,618-82.9% | $2,565-82.5% |
| Participant deferral / active EE | $2,184 | $2,802-22.1% | $3,923-44.3% | $3,952-44.7% |
| Admin fee / account holder | $84 | $4,640-98.2% | $6,873-98.8% | $6,260-98.7% |