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 | $86,425 | $93,071-7.1% | $74,583+15.9% | $273,961-68.5% |
| Participation rate | 56.3% | 74.9%-18.7pp | 68.1%-11.9pp | 83.0%-26.8pp |
| Annual return | 6.09% | 26.18%-20.1pp | 20.47%-14.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,046 | $3,160-66.9% | $2,525-58.6% | $4,869-78.5% |
| Participant deferral / active EE | $2,771 | $4,160-33.4% | $3,458-19.9% | $5,287-47.6% |
| Admin fee / account holder | $1 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |