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 | $51,711 | $153,772-66.4% | $133,980-61.4% | $273,961-81.1% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 9.00% | 36.51%-27.5pp | 29.30%-20.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,303 | $6,029-61.8% | $5,211-55.8% | $4,869-52.7% |
| Participant deferral / active EE | $7,117 | $6,958+2.3% | $6,282+13.3% | $5,287+34.6% |
| Admin fee / account holder | $130 | $11,765-98.9% | $9,324-98.6% | $10,132-98.7% |