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 | $44,030 | $109,413-59.8% | $156,263-71.8% | $84,808-48.1% |
| Participation rate | 59.3% | 72.7%-13.4pp | 78.9%-19.6pp | 68.3%-9.0pp |
| Annual return | 19.83% | 20.18%-0.3pp | 59.47%-39.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,083 | $2,907-28.4% | $4,333-51.9% | $2,631-20.8% |
| Participant deferral / active EE | $3,248 | $4,590-29.2% | $6,158-47.3% | $4,212-22.9% |
| Admin fee / account holder | $128 | $9,357-98.6% | $14,255-99.1% | $7,344-98.3% |