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 | $55,326 | $101,724-45.6% | $164,813-66.4% | $80,856-31.6% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 17.35% | 16.72%+0.6pp | 69.93%-52.6pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,467 | $2,953-50.3% | $4,341-66.2% | $2,755-46.7% |
| Participant deferral / active EE | $3,258 | $4,477-27.2% | $6,031-46.0% | $4,296-24.2% |
| Admin fee / account holder | $150 | $8,227-98.2% | $12,690-98.8% | $6,918-97.8% |