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 | $119,095 | $84,556+40.8% | $116,228+2.5% | $74,304+60.3% |
| Participation rate | 59.4% | 66.0%-6.6pp | 74.6%-15.1pp | 60.3%-0.9pp |
| Annual return | 14.00% | 18.35%-4.4pp | 90.06%-76.1pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,392 | $2,168+10.4% | $2,994-20.1% | $2,241+6.7% |
| Participant deferral / active EE | $4,198 | $3,814+10.0% | $4,953-15.2% | $3,767+11.4% |
| Admin fee / account holder | $93 | $3,792-97.5% | $11,989-99.2% | $2,969-96.9% |