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 | $24,084 | $51,466-53.2% | $78,778-69.4% | $62,292-61.3% |
| Participation rate | 27.2% | 59.8%-32.6pp | 69.2%-42.0pp | 69.5%-42.3pp |
| Annual return | 22.95% | 19.96%+3.0pp | 35.62%-12.7pp | 28.90%-5.9pp |
| Employer contribution / active EE | $698 | $827-15.6% | $1,986-64.8% | $2,042-65.8% |
| Participant deferral / active EE | $1,511 | $2,147-29.6% | $2,958-48.9% | $3,169-52.3% |
| Admin fee / account holder | $177 | $489-63.7% | $5,134-96.5% | $479-63.0% |