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 | $91,935 | $71,050+29.4% | $93,606-1.8% | $80,856+13.7% |
| Participation rate | 43.6% | 60.4%-16.8pp | 68.7%-25.1pp | 67.6%-24.0pp |
| Annual return | 10.87% | 11.26%-0.4pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $836 | $1,564-46.5% | $2,420-65.4% | $2,755-69.6% |
| Participant deferral / active EE | $2,356 | $4,034-41.6% | $4,411-46.6% | $4,296-45.2% |
| Admin fee / account holder | $151 | $6,945-97.8% | $8,285-98.2% | $6,918-97.8% |