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 | $28,859 | $135,952-78.8% | $123,892-76.7% | $273,961-89.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 19.85% | 56.63%-36.8pp | 47.52%-27.7pp | 41.45%-21.6pp |
| Employer contribution / active EE | $3,175 | $5,170-38.6% | $4,617-31.2% | $4,869-34.8% |
| Participant deferral / active EE | $6,865 | $6,343+8.2% | $5,984+14.7% | $5,287+29.8% |
| Admin fee / account holder | $76 | $9,817-99.2% | $8,357-99.1% | $10,132-99.2% |