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 | $67,153 | $127,065-47.2% | $113,168-40.7% | $142,382-52.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 20.33% | 24.03%-3.7pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,240 | $3,442-34.9% | $2,975-24.7% | $4,299-47.9% |
| Participant deferral / active EE | $3,841 | $5,716-32.8% | $5,107-24.8% | $6,507-41.0% |
| Admin fee / account holder | $171 | $15,736-98.9% | $12,068-98.6% | $12,624-98.6% |