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 | $172,804 | $135,952+27.1% | $123,892+39.5% | $273,961-36.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 5.89% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $884 | $5,170-82.9% | $4,617-80.9% | $4,869-81.9% |
| Participant deferral / active EE | $4,071 | $6,343-35.8% | $5,984-32.0% | $5,287-23.0% |
| Admin fee / account holder | $287 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |