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 | $32,277 | $90,503-64.3% | $78,689-59.0% | $273,961-88.2% |
| Participation rate | 68.8% | 76.5%-7.8pp | 73.6%-4.8pp | 83.0%-14.3pp |
| Annual return | 13.39% | 75.60%-62.2pp | 62.18%-48.8pp | 41.45%-28.1pp |
| Employer contribution / active EE | $6,268 | $3,176+97.4% | $2,851+119.9% | $4,869+28.7% |
| Participant deferral / active EE | $7,044 | $3,901+80.6% | $3,517+100.3% | $5,287+33.2% |
| Admin fee / account holder | $268 | $5,263-94.9% | $4,510-94.1% | $10,132-97.4% |