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 | $46,994 | $86,929-45.9% | $102,423-54.1% | $80,856-41.9% |
| Participation rate | 40.2% | 72.4%-32.1pp | 76.5%-36.2pp | 67.6%-27.4pp |
| Annual return | 18.91% | 18.88%0pp | 29.32%-10.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,051 | $2,369-13.4% | $3,023-32.1% | $2,755-25.5% |
| Participant deferral / active EE | $3,560 | $4,118-13.6% | $5,053-29.5% | $4,296-17.1% |
| Admin fee / account holder | $206 | $8,049-97.4% | $9,451-97.8% | $6,918-97.0% |