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 | $165,831 | $181,894-8.8% | $156,549+5.9% | $273,961-39.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 4.16% | 30.74%-26.6pp | 32.23%-28.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $4,495 | $6,248-28.1% | $5,501-18.3% | $4,869-7.7% |
| Participant deferral / active EE | $4,495 | $5,550-19.0% | $4,871-7.7% | $5,287-15.0% |
| Admin fee / account holder | $90 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |