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 | $78,959 | $181,894-56.6% | $156,549-49.6% | $273,961-71.2% |
| Participation rate | 45.5% | 88.4%-42.9pp | 84.0%-38.6pp | 83.0%-37.6pp |
| Annual return | 5.31% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,019 | $6,248-19.7% | $5,501-8.8% | $4,869+3.1% |
| Participant deferral / active EE | $5,512 | $5,550-0.7% | $4,871+13.2% | $5,287+4.3% |
| Admin fee / account holder | $279 | $15,559-98.2% | $13,027-97.9% | $10,132-97.2% |