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 | $78,992 | $73,933+6.8% | $96,683-18.3% | $75,163+5.1% |
| Participation rate | 25.0% | 66.4%-41.4pp | 74.3%-49.3pp | 67.2%-42.2pp |
| Annual return | 14.05% | 26.70%-12.7pp | 35.69%-21.6pp | 160.62%-146.6pp |
| Employer contribution / active EE | $997 | $2,928-65.9% | $3,737-73.3% | $2,670-62.7% |
| Participant deferral / active EE | $2,322 | $3,659-36.5% | $4,878-52.4% | $4,125-43.7% |
| Admin fee / account holder | $289 | $5,216-94.5% | $6,730-95.7% | $5,651-94.9% |