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 9-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 | $85,444 | $78,926+8.3% | $136,749-37.5% | $84,808+0.8% |
| Participation rate | 43.2% | 62.2%-18.9pp | 72.1%-28.9pp | 68.3%-25.1pp |
| Annual return | 20.25% | 18.17%+2.1pp | 24.33%-4.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,447 | $2,134-32.2% | $3,400-57.4% | $2,631-45.0% |
| Participant deferral / active EE | $3,247 | $3,168+2.5% | $4,692-30.8% | $4,212-22.9% |
| Admin fee / account holder | $5 | $6,369-99.9% | $11,386-100.0% | $7,344-99.9% |