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 | $44,791 | $71,050-37.0% | $93,606-52.1% | $80,856-44.6% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.6%-3.4pp |
| Annual return | 13.21% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $595 | $1,564-61.9% | $2,420-75.4% | $2,755-78.4% |
| Participant deferral / active EE | $3,169 | $4,034-21.4% | $4,411-28.2% | $4,296-26.2% |
| Admin fee / account holder | $13 | $6,945-99.8% | $8,285-99.8% | $6,918-99.8% |