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 | $45,895 | $78,422-41.5% | $95,952-52.2% | $79,858-42.5% |
| Participation rate | 47.6% | 73.5%-25.9pp | 77.1%-29.5pp | 69.6%-22.0pp |
| Annual return | 18.09% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,097 | $1,945-43.6% | $2,541-56.8% | $2,471-55.6% |
| Participant deferral / active EE | $3,919 | $3,440+13.9% | $4,167-6.0% | $3,740+4.8% |
| Admin fee / account holder | $160 | $5,622-97.1% | $6,795-97.6% | $5,306-97.0% |