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 | $36,245 | $83,477-56.6% | $125,175-71.0% | $72,985-50.3% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 21.03% | 25.78%-4.7pp | 43.79%-22.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $736 | $2,345-68.6% | $3,865-81.0% | $2,440-69.8% |
| Participant deferral / active EE | $2,274 | $3,585-36.6% | $4,937-53.9% | $3,607-37.0% |
| Admin fee / account holder | $254 | $5,517-95.4% | $9,702-97.4% | $5,124-95.0% |