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 | $74,123 | $60,022+23.5% | $88,946-16.7% | $84,808-12.6% |
| Participation rate | 44.1% | 57.8%-13.7pp | 68.8%-24.7pp | 68.3%-24.2pp |
| Annual return | 16.38% | 22.43%-6.1pp | 57.82%-41.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,075 | $1,703-36.8% | $2,555-57.9% | $2,631-59.1% |
| Participant deferral / active EE | $2,877 | $3,114-7.6% | $4,581-37.2% | $4,212-31.7% |
| Admin fee / account holder | $234 | $4,811-95.1% | $8,261-97.2% | $7,344-96.8% |