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 | $32,811 | $53,516-38.7% | $126,539-74.1% | $84,808-61.3% |
| Participation rate | 56.7% | 58.2%-1.6pp | 69.8%-13.2pp | 68.3%-11.6pp |
| Annual return | 18.53% | 58.34%-39.8pp | 425.95%-407.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $293 | $1,535-80.9% | $3,674-92.0% | $2,631-88.8% |
| Participant deferral / active EE | $1,806 | $2,671-32.4% | $4,083-55.8% | $4,212-57.1% |
| Admin fee / account holder | $89 | $4,497-98.0% | $6,065-98.5% | $7,344-98.8% |