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 | $30,689 | $57,016-46.2% | $84,966-63.9% | $80,856-62.0% |
| Participation rate | 45.7% | 56.3%-10.7pp | 67.5%-21.8pp | 67.6%-22.0pp |
| Annual return | 18.04% | 21.66%-3.6pp | 66.38%-48.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,593 | $1,798-11.4% | $2,727-41.6% | $2,755-42.2% |
| Participant deferral / active EE | $2,392 | $3,110-23.1% | $4,519-47.1% | $4,296-44.3% |
| Admin fee / account holder | $278 | $4,980-94.4% | $6,149-95.5% | $6,918-96.0% |