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 | $40,265 | $133,958-69.9% | $112,228-64.1% | $134,475-70.1% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | 3.21% | 47.11%-43.9pp | 27.45%-24.2pp | 417.96%-414.8pp |
| Employer contribution / active EE | $1,744 | $4,038-56.8% | $3,635-52.0% | $4,740-63.2% |
| Participant deferral / active EE | $2,583 | $5,291-51.2% | $4,728-45.4% | $6,400-59.6% |
| Admin fee / account holder | $128 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |