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 | $46,697 | $77,634-39.8% | $156,549-70.2% | $62,891-25.7% |
| Participation rate | 65.8% | 71.2%-5.4pp | 84.0%-18.2pp | 69.3%-3.5pp |
| Annual return | 7.26% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,717 | $3,444-50.1% | $5,501-68.8% | $2,281-24.7% |
| Participant deferral / active EE | $1,991 | $3,045-34.6% | $4,871-59.1% | $3,203-37.8% |
| Admin fee / account holder | $119 | $5,561-97.9% | $13,027-99.1% | $4,296-97.2% |