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 | $43,761 | $54,705-20.0% | $71,209-38.5% | $84,808-48.4% |
| Participation rate | 19.0% | 64.1%-45.0pp | 73.8%-54.7pp | 68.3%-49.3pp |
| Annual return | 18.24% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $389 | $2,158-82.0% | $2,721-85.7% | $2,631-85.2% |
| Participant deferral / active EE | $1,062 | $3,030-65.0% | $4,175-74.6% | $4,212-74.8% |
| Admin fee / account holder | $158 | $4,863-96.8% | $5,349-97.0% | $7,344-97.8% |