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 | $47,369 | $72,277-34.5% | $101,248-53.2% | $79,858-40.7% |
| Participation rate | 48.6% | 68.5%-19.8pp | 75.8%-27.2pp | 69.6%-21.0pp |
| Annual return | 17.71% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,133 | $2,692-57.9% | $3,660-69.0% | $2,471-54.1% |
| Participant deferral / active EE | $2,951 | $3,282-10.1% | $4,370-32.5% | $3,740-21.1% |
| Admin fee / account holder | $61 | $4,400-98.6% | $5,945-99.0% | $5,306-98.9% |