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 | $70,609 | $104,251-32.3% | $91,001-22.4% | $147,584-52.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 9.61% | 27.06%-17.5pp | 4.60%+5.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,118 | $3,116-32.0% | $2,456-13.7% | $4,876-56.6% |
| Participant deferral / active EE | $4,738 | $4,195+12.9% | $3,547+33.5% | $5,439-12.9% |
| Admin fee / account holder | $55 | $8,948-99.4% | $5,417-99.0% | $10,885-99.5% |