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 | $75,637 | $77,899-2.9% | $149,673-49.5% | $75,163+0.6% |
| Participation rate | 54.5% | 65.6%-11.0pp | 78.8%-24.2pp | 67.2%-12.6pp |
| Annual return | 37.44% | 31.72%+5.7pp | 134.42%-97.0pp | 160.62%-123.2pp |
| Employer contribution / active EE | $2,617 | $3,137-16.6% | $4,818-45.7% | $2,670-2.0% |
| Participant deferral / active EE | $5,689 | $3,411+66.8% | $5,680+0.2% | $4,125+37.9% |
| Admin fee / account holder | $219 | $5,956-96.3% | $13,210-98.3% | $5,651-96.1% |