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 | $82,439 | $99,341-17.0% | $84,750-2.7% | $273,961-69.9% |
| Participation rate | 36.8% | 80.7%-43.8pp | 76.6%-39.7pp | 83.0%-46.2pp |
| Annual return | 5.56% | 22.93%-17.4pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $826 | $4,214-80.4% | $3,574-76.9% | $4,869-83.0% |
| Participant deferral / active EE | $2,491 | $4,269-41.6% | $3,712-32.9% | $5,287-52.9% |
| Admin fee / account holder | $234 | $6,644-96.5% | $5,332-95.6% | $10,132-97.7% |