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 | $124,618 | $60,022+107.6% | $88,946+40.1% | $84,808+46.9% |
| Participation rate | 39.6% | 57.8%-18.3pp | 68.8%-29.3pp | 68.3%-28.7pp |
| Annual return | 15.78% | 22.43%-6.7pp | 57.82%-42.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,640 | $1,703-3.7% | $2,555-35.8% | $2,631-37.7% |
| Participant deferral / active EE | $3,178 | $3,114+2.0% | $4,581-30.6% | $4,212-24.6% |
| Admin fee / account holder | $264 | $4,811-94.5% | $8,261-96.8% | $7,344-96.4% |