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 | $121,887 | $109,413+11.4% | $156,263-22.0% | $84,808+43.7% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 20.59% | 20.18%+0.4pp | 59.47%-38.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,920 | $2,907-33.9% | $4,333-55.7% | $2,631-27.0% |
| Participant deferral / active EE | $6,152 | $4,590+34.0% | $6,158-0.1% | $4,212+46.1% |
| Admin fee / account holder | $221 | $9,357-97.6% | $14,255-98.4% | $7,344-97.0% |