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 | $119,068 | $60,022+98.4% | $88,946+33.9% | $84,808+40.4% |
| Participation rate | 31.0% | 57.8%-26.8pp | 68.8%-37.8pp | 68.3%-37.3pp |
| Annual return | 32.59% | 22.43%+10.2pp | 57.82%-25.2pp | 40.90%-8.3pp |
| Employer contribution / active EE | $957 | $1,703-43.8% | $2,555-62.5% | $2,631-63.6% |
| Participant deferral / active EE | $3,220 | $3,114+3.4% | $4,581-29.7% | $4,212-23.5% |
| Admin fee / account holder | $147 | $4,811-96.9% | $8,261-98.2% | $7,344-98.0% |