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 | $44,843 | $61,605-27.2% | $112,229-60.0% | $75,163-40.3% |
| Participation rate | 47.5% | 61.7%-14.2pp | 72.4%-24.9pp | 67.2%-19.7pp |
| Annual return | 12.93% | 28.47%-15.5pp | 30.20%-17.3pp | 160.62%-147.7pp |
| Employer contribution / active EE | $936 | $2,015-53.5% | $3,430-72.7% | $2,670-64.9% |
| Participant deferral / active EE | $1,460 | $3,108-53.0% | $4,798-69.6% | $4,125-64.6% |
| Admin fee / account holder | $255 | $4,862-94.8% | $7,748-96.7% | $5,651-95.5% |