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 | $66,039 | $90,503-27.0% | $78,689-16.1% | $273,961-75.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 4.00% | 75.60%-71.6pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,027 | $3,176-36.2% | $2,851-28.9% | $4,869-58.4% |
| Participant deferral / active EE | $3,062 | $3,901-21.5% | $3,517-12.9% | $5,287-42.1% |
| Admin fee / account holder | $58 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |