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 | $68,734 | $99,341-30.8% | $84,750-18.9% | $273,961-74.9% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 5.93% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,218 | $4,214-71.1% | $3,574-65.9% | $4,869-75.0% |
| Participant deferral / active EE | $2,363 | $4,269-44.6% | $3,712-36.3% | $5,287-55.3% |
| Admin fee / account holder | $24 | $6,644-99.6% | $5,332-99.5% | $10,132-99.8% |