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 | $50,614 | $56,897-11.0% | $84,750-40.3% | $62,891-19.5% |
| Participation rate | 38.5% | 68.5%-30.1pp | 76.6%-38.1pp | 69.3%-30.8pp |
| Annual return | 5.78% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,122 | $2,400-53.2% | $3,574-68.6% | $2,281-50.8% |
| Participant deferral / active EE | $2,123 | $2,709-21.6% | $3,712-42.8% | $3,203-33.7% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |