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 | $104,588 | $95,803+9.2% | $113,168-7.6% | $84,808+23.3% |
| Participation rate | 57.7% | 72.9%-15.2pp | 76.6%-18.9pp | 68.3%-10.6pp |
| Annual return | 17.45% | 25.00%-7.6pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,606 | $2,360-32.0% | $2,975-46.0% | $2,631-39.0% |
| Participant deferral / active EE | $2,833 | $4,242-33.2% | $5,107-44.5% | $4,212-32.7% |
| Admin fee / account holder | $99 | $8,989-98.9% | $12,068-99.2% | $7,344-98.6% |