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 | $73,585 | $132,239-44.4% | $105,722-30.4% | $273,961-73.1% |
| Participation rate | 69.2% | 83.2%-14.0pp | 78.9%-9.7pp | 83.0%-13.8pp |
| Annual return | 5.71% | 10.07%-4.4pp | 12.25%-6.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,808 | $4,867-62.8% | $4,079-55.7% | $4,869-62.9% |
| Participant deferral / active EE | $6,132 | $6,233-1.6% | $5,326+15.1% | $5,287+16.0% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |