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 | $98,304 | $181,894-46.0% | $156,549-37.2% | $273,961-64.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 6.77% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,859 | $6,248-70.3% | $5,501-66.2% | $4,869-61.8% |
| Participant deferral / active EE | $5,880 | $5,550+5.9% | $4,871+20.7% | $5,287+11.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |