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 | $76,079 | $61,605+23.5% | $112,229-32.2% | $75,163+1.2% |
| Participation rate | 57.9% | 61.7%-3.8pp | 72.4%-14.5pp | 67.2%-9.3pp |
| Annual return | 16.99% | 28.47%-11.5pp | 30.20%-13.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,150 | $2,015-43.0% | $3,430-66.5% | $2,670-56.9% |
| Participant deferral / active EE | $3,127 | $3,108+0.6% | $4,798-34.8% | $4,125-24.2% |
| Admin fee / account holder | $208 | $4,862-95.7% | $7,748-97.3% | $5,651-96.3% |