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 | $111,322 | $68,719+62.0% | $91,541+21.6% | $84,808+31.3% |
| Participation rate | 44.1% | 64.5%-20.4pp | 69.8%-25.7pp | 68.3%-24.2pp |
| Annual return | 17.33% | 19.12%-1.8pp | 20.50%-3.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $527 | $1,920-72.5% | $2,505-78.9% | $2,631-80.0% |
| Participant deferral / active EE | $1,244 | $3,136-60.3% | $4,008-69.0% | $4,212-70.5% |
| Admin fee / account holder | $139 | $5,786-97.6% | $6,956-98.0% | $7,344-98.1% |