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 | $36,459 | $65,685-44.5% | $57,179-36.2% | $273,961-86.7% |
| Participation rate | 61.5% | 78.3%-16.8pp | 75.3%-13.8pp | 83.0%-21.5pp |
| Annual return | 6.93% | 21.99%-15.1pp | 14.59%-7.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,551 | $3,782+20.3% | $3,096+47.0% | $5,287-13.9% |
| Admin fee / account holder | $106 | $4,835-97.8% | $3,139-96.6% | $10,132-99.0% |