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 | $41,783 | $80,717-48.2% | $154,803-73.0% | $84,808-50.7% |
| Participation rate | 59.3% | 66.8%-7.6pp | 78.1%-18.8pp | 68.3%-9.1pp |
| Annual return | 21.31% | 37.96%-16.6pp | 58.88%-37.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,880 | $2,761-31.9% | $4,305-56.3% | $2,631-28.5% |
| Participant deferral / active EE | $4,779 | $3,303+44.7% | $5,540-13.7% | $4,212+13.5% |
| Admin fee / account holder | $119 | $6,746-98.2% | $14,329-99.2% | $7,344-98.4% |