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 | $60,730 | $81,248-25.3% | $155,509-60.9% | $80,856-24.9% |
| Participation rate | 41.0% | 66.2%-25.2pp | 78.2%-37.2pp | 67.6%-26.7pp |
| Annual return | 10.92% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $811 | $3,100-73.8% | $4,672-82.6% | $2,755-70.6% |
| Participant deferral / active EE | $1,159 | $3,452-66.4% | $5,626-79.4% | $4,296-73.0% |
| Admin fee / account holder | $133 | $7,997-98.3% | $15,912-99.2% | $6,918-98.1% |