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 | $38,723 | $80,717-52.0% | $154,803-75.0% | $84,808-54.3% |
| Participation rate | 47.1% | 66.8%-19.8pp | 78.1%-31.0pp | 68.3%-21.3pp |
| Annual return | 16.10% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $773 | $2,761-72.0% | $4,305-82.0% | $2,631-70.6% |
| Participant deferral / active EE | $1,288 | $3,303-61.0% | $5,540-76.8% | $4,212-69.4% |
| Admin fee / account holder | $291 | $6,746-95.7% | $14,329-98.0% | $7,344-96.0% |