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 | $57,566 | $53,777+7.0% | $134,143-57.1% | $79,858-27.9% |
| Participation rate | 65.5% | 58.8%+6.7pp | 72.2%-6.7pp | 69.6%-4.1pp |
| Annual return | 19.78% | 19.01%+0.8pp | 36.33%-16.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $802 | $1,321-39.3% | $3,704-78.3% | $2,471-67.5% |
| Participant deferral / active EE | $2,818 | $2,420+16.4% | $3,499-19.5% | $3,740-24.7% |
| Admin fee / account holder | $112 | $3,984-97.2% | $6,684-98.3% | $5,306-97.9% |