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 | $106,098 | $48,795+117.4% | $65,493+62.0% | $84,808+25.1% |
| Participation rate | 61.5% | 67.0%-5.4pp | 73.1%-11.6pp | 68.3%-6.8pp |
| Annual return | 14.13% | 20.20%-6.1pp | 982.45%-968.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,026 | $1,930+5.0% | $2,574-21.3% | $2,631-23.0% |
| Participant deferral / active EE | $3,934 | $2,928+34.3% | $3,961-0.7% | $4,212-6.6% |
| Admin fee / account holder | $132 | $3,877-96.6% | $5,028-97.4% | $7,344-98.2% |