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 | $93,325 | $80,717+15.6% | $154,803-39.7% | $84,808+10.0% |
| Participation rate | 55.9% | 66.8%-10.9pp | 78.1%-22.2pp | 68.3%-12.4pp |
| Annual return | 15.36% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,851 | $2,761-32.9% | $4,305-57.0% | $2,631-29.6% |
| Participant deferral / active EE | $2,513 | $3,303-23.9% | $5,540-54.6% | $4,212-40.3% |
| Admin fee / account holder | $171 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |