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 | $40,693 | $78,422-48.1% | $95,952-57.6% | $79,858-49.0% |
| Participation rate | 44.4% | 73.5%-29.0pp | 77.1%-32.6pp | 69.6%-25.2pp |
| Annual return | 18.27% | 19.37%-1.1pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,262 | $1,945-35.1% | $2,541-50.3% | $2,471-48.9% |
| Participant deferral / active EE | $2,136 | $3,440-37.9% | $4,167-48.7% | $3,740-42.9% |
| Admin fee / account holder | $24 | $5,622-99.6% | $6,795-99.6% | $5,306-99.5% |