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 | $98,279 | $77,314+27.1% | $177,989-44.8% | $80,856+21.5% |
| Participation rate | 69.2% | 65.7%+3.5pp | 77.1%-7.9pp | 67.6%+1.6pp |
| Annual return | 16.61% | 18.09%-1.5pp | 294.48%-277.9pp | 35.59%-19.0pp |
| Employer contribution / active EE | $969 | $2,292-57.7% | $3,949-75.5% | $2,755-64.8% |
| Participant deferral / active EE | $2,956 | $4,411-33.0% | $6,276-52.9% | $4,296-31.2% |
| Admin fee / account holder | $255 | $7,191-96.5% | $10,363-97.5% | $6,918-96.3% |