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 | $13,593 | $48,076-71.7% | $78,689-82.7% | $62,891-78.4% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | 4.85% | 31.35%-26.5pp | 62.18%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $834 | $2,015-58.6% | $2,851-70.8% | $2,281-63.4% |
| Participant deferral / active EE | $2,428 | $2,588-6.2% | $3,517-31.0% | $3,203-24.2% |
| Admin fee / account holder | $168 | $3,207-94.8% | $4,510-96.3% | $4,296-96.1% |