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 | $31,639 | $51,576-38.7% | $129,207-75.5% | $80,856-60.9% |
| Participation rate | 63.0% | 57.0%+6.0pp | 69.6%-6.6pp | 67.6%-4.7pp |
| Annual return | 13.70% | 20.81%-7.1pp | 9417.33%-9403.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,502 | $1,584-5.2% | $4,153-63.8% | $2,755-45.5% |
| Participant deferral / active EE | $3,111 | $2,669+16.6% | $4,168-25.3% | $4,296-27.6% |
| Admin fee / account holder | $127 | $4,305-97.0% | $7,715-98.3% | $6,918-98.2% |