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 | $115,936 | $99,341+16.7% | $84,750+36.8% | $273,961-57.7% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | 6.72% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.7pp |
| Employer contribution / active EE | $705 | $4,214-83.3% | $3,574-80.3% | $4,869-85.5% |
| Participant deferral / active EE | $4,098 | $4,269-4.0% | $3,712+10.4% | $5,287-22.5% |
| Admin fee / account holder | $265 | $6,644-96.0% | $5,332-95.0% | $10,132-97.4% |