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 | $83,140 | $62,586+32.8% | $76,768+8.3% | $64,186+29.5% |
| Participation rate | 65.5% | 72.8%-7.3pp | 77.0%-11.4pp | 69.6%-4.1pp |
| Annual return | -3.62% | -1.95%-1.7pp | 2.43%-6.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,125 | $1,832+16.0% | $2,485-14.5% | $2,381-10.7% |
| Participant deferral / active EE | $5,299 | $3,145+68.5% | $3,852+37.6% | $3,470+52.7% |
| Admin fee / account holder | $220 | $4,667-95.3% | $6,675-96.7% | $4,888-95.5% |