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 7-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 | $113,210 | $60,022+88.6% | $88,946+27.3% | $84,808+33.5% |
| Participation rate | 8.8% | 57.8%-49.0pp | 68.8%-60.1pp | 68.3%-59.5pp |
| Annual return | 15.90% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $485 | $1,703-71.5% | $2,555-81.0% | $2,631-81.6% |
| Participant deferral / active EE | $873 | $3,114-72.0% | $4,581-81.0% | $4,212-79.3% |
| Admin fee / account holder | $106 | $4,811-97.8% | $8,261-98.7% | $7,344-98.6% |