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 | $54,946 | $45,035+22.0% | $62,995-12.8% | $70,131-21.7% |
| Participation rate | 68.8% | 69.5%-0.8pp | 74.8%-6.1pp | 69.5%-0.8pp |
| Annual return | 17.08% | 18.76%-1.7pp | 87.57%-70.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $5,874 | $2,051+186.3% | $2,759+112.9% | $2,342+150.8% |
| Participant deferral / active EE | $10,173 | $2,465+312.8% | $3,329+205.5% | $3,332+205.3% |
| Admin fee / account holder | $116 | $2,834-95.9% | $3,600-96.8% | $4,645-97.5% |