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 | $79,544 | $46,869+69.7% | $122,332-35.0% | $70,131+13.4% |
| Participation rate | 53.1% | 58.2%-5.1pp | 71.6%-18.5pp | 69.5%-16.4pp |
| Annual return | 15.38% | 24.22%-8.8pp | 30.27%-14.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,193 | $1,288-7.4% | $4,050-70.5% | $2,342-49.1% |
| Participant deferral / active EE | $2,749 | $2,166+26.9% | $3,287-16.4% | $3,332-17.5% |
| Admin fee / account holder | $54 | $3,322-98.4% | $5,478-99.0% | $4,645-98.8% |