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 | $71,768 | $88,707-19.1% | $74,183-3.3% | $273,961-73.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 7.54% | 11.94%-4.4pp | 17.74%-10.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,217 | $3,159-61.5% | $2,370-48.7% | $4,869-75.0% |
| Participant deferral / active EE | $3,754 | $4,212-10.9% | $3,550+5.8% | $5,287-29.0% |
| Admin fee / account holder | $233 | $8,717-97.3% | $5,586-95.8% | $10,132-97.7% |