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 8-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 | $94,944 | $87,540+8.5% | $75,781+25.3% | $125,391-24.3% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | 2.50% | 13.48%-11.0pp | 9.68%-7.2pp | 282.22%-279.7pp |
| Employer contribution / active EE | $1,206 | $3,930-69.3% | $3,323-63.7% | $4,866-75.2% |
| Participant deferral / active EE | $4,800 | $4,229+13.5% | $3,651+31.5% | $5,352-10.3% |
| Admin fee / account holder | $280 | $6,502-95.7% | $5,299-94.7% | $9,540-97.1% |