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 | $101,162 | $86,929+16.4% | $102,423-1.2% | $80,856+25.1% |
| Participation rate | 45.5% | 72.4%-26.9pp | 76.5%-31.0pp | 67.6%-22.2pp |
| Annual return | 19.50% | 18.88%+0.6pp | 29.32%-9.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $985 | $2,369-58.4% | $3,023-67.4% | $2,755-64.2% |
| Participant deferral / active EE | $1,987 | $4,118-51.7% | $5,053-60.7% | $4,296-53.7% |
| Admin fee / account holder | $250 | $8,049-96.9% | $9,451-97.4% | $6,918-96.4% |