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 | $31,120 | $93,071-66.6% | $74,583-58.3% | $273,961-88.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 8.51% | 26.18%-17.7pp | 20.47%-12.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,383 | $3,160-56.2% | $2,525-45.2% | $4,869-71.6% |
| Participant deferral / active EE | $2,711 | $4,160-34.8% | $3,458-21.6% | $5,287-48.7% |
| Admin fee / account holder | $156 | $5,272-97.0% | $4,138-96.2% | $10,132-98.5% |