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 | $33,610 | $90,503-62.9% | $78,689-57.3% | $273,961-87.7% |
| Participation rate | 45.5% | 76.5%-31.1pp | 73.6%-28.1pp | 83.0%-37.6pp |
| Annual return | 4.68% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $130 | $3,176-95.9% | $2,851-95.4% | $4,869-97.3% |
| Participant deferral / active EE | $1,840 | $3,901-52.8% | $3,517-47.7% | $5,287-65.2% |
| Admin fee / account holder | $120 | $5,263-97.7% | $4,510-97.3% | $10,132-98.8% |