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 9-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 | $91,501 | $60,022+52.4% | $88,946+2.9% | $84,808+7.9% |
| Participation rate | 42.3% | 57.8%-15.5pp | 68.8%-26.5pp | 68.3%-26.0pp |
| Annual return | 19.34% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $968 | $1,703-43.2% | $2,555-62.1% | $2,631-63.2% |
| Participant deferral / active EE | $2,846 | $3,114-8.6% | $4,581-37.9% | $4,212-32.4% |
| Admin fee / account holder | $130 | $4,811-97.3% | $8,261-98.4% | $7,344-98.2% |