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 | $63,021 | $78,422-19.6% | $95,952-34.3% | $79,858-21.1% |
| Participation rate | 44.4% | 73.5%-29.0pp | 77.1%-32.6pp | 69.6%-25.2pp |
| Annual return | 14.80% | 19.37%-4.6pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,191 | $1,945-38.8% | $2,541-53.1% | $2,471-51.8% |
| Participant deferral / active EE | $2,098 | $3,440-39.0% | $4,167-49.6% | $3,740-43.9% |
| Admin fee / account holder | $9 | $5,622-99.8% | $6,795-99.9% | $5,306-99.8% |