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 | $65,593 | $113,935-42.4% | $94,224-30.4% | $125,391-47.7% |
| Participation rate | 25.0% | 82.9%-57.9pp | 78.8%-53.8pp | 83.2%-58.2pp |
| Annual return | 0.58% | 5.29%-4.7pp | 10.68%-10.1pp | 282.22%-281.6pp |
| Employer contribution / active EE | $811 | $4,727-82.9% | $3,587-77.4% | $4,866-83.3% |
| Participant deferral / active EE | $3,378 | $5,179-34.8% | $4,320-21.8% | $5,352-36.9% |
| Admin fee / account holder | $63 | $8,391-99.3% | $6,269-99.0% | $9,540-99.3% |