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 | $83,190 | $57,651+44.3% | $112,229-25.9% | $71,457+16.4% |
| Participation rate | 45.7% | 58.9%-13.2pp | 72.4%-26.7pp | 67.9%-22.2pp |
| Annual return | 17.70% | 18.32%-0.6pp | 30.20%-12.5pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,109 | $1,913-42.0% | $3,430-67.7% | $2,588-57.1% |
| Participant deferral / active EE | $2,575 | $2,863-10.1% | $4,798-46.3% | $4,289-40.0% |
| Admin fee / account holder | $36 | $1,581-97.7% | $7,748-99.5% | $1,587-97.7% |