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 5-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 | $78,860 | $101,724-22.5% | $164,813-52.2% | $80,856-2.5% |
| Participation rate | 31.5% | 71.8%-40.3pp | 78.6%-47.1pp | 67.6%-36.1pp |
| Annual return | 12.72% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $865 | $2,953-70.7% | $4,341-80.1% | $2,755-68.6% |
| Participant deferral / active EE | $2,126 | $4,477-52.5% | $6,031-64.8% | $4,296-50.5% |
| Admin fee / account holder | $149 | $8,227-98.2% | $12,690-98.8% | $6,918-97.9% |