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 | $113,660 | $78,672+44.5% | $109,143+4.1% | $85,850+32.4% |
| Participation rate | 45.2% | 68.3%-23.1pp | 75.9%-30.7pp | 69.3%-24.2pp |
| Annual return | 13.46% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $4,839 | $2,735+76.9% | $3,722+30.0% | $2,565+88.6% |
| Participant deferral / active EE | $3,357 | $3,467-3.2% | $4,653-27.8% | $3,952-15.0% |
| Admin fee / account holder | $237 | $5,469-95.7% | $6,752-96.5% | $6,260-96.2% |