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 | $134,411 | $65,041+106.7% | $90,951+47.8% | $79,858+68.3% |
| Participation rate | 54.7% | 61.6%-6.9pp | 69.0%-14.3pp | 69.6%-14.9pp |
| Annual return | 13.51% | 30.45%-16.9pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,348 | $1,247+8.1% | $2,122-36.5% | $2,471-45.5% |
| Participant deferral / active EE | $3,266 | $2,512+30.0% | $3,373-3.2% | $3,740-12.7% |
| Admin fee / account holder | $287 | $4,536-93.7% | $5,959-95.2% | $5,306-94.6% |