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 | $109,785 | $88,707+23.8% | $74,183+48.0% | $273,961-59.9% |
| Participation rate | 35.3% | 79.4%-44.2pp | 76.6%-41.3pp | 83.0%-47.7pp |
| Annual return | 5.89% | 11.94%-6.1pp | 17.74%-11.8pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,548 | $3,159-51.0% | $2,370-34.7% | $4,869-68.2% |
| Participant deferral / active EE | $3,580 | $4,212-15.0% | $3,550+0.9% | $5,287-32.3% |
| Admin fee / account holder | $75 | $8,717-99.1% | $5,586-98.6% | $10,132-99.3% |