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 | $58,119 | $81,248-28.5% | $155,509-62.6% | $80,856-28.1% |
| Participation rate | 57.7% | 66.2%-8.5pp | 78.2%-20.5pp | 67.6%-9.9pp |
| Annual return | 12.34% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,249 | $3,100-27.5% | $4,672-51.9% | $2,755-18.4% |
| Participant deferral / active EE | $2,388 | $3,452-30.8% | $5,626-57.6% | $4,296-44.4% |
| Admin fee / account holder | $54 | $7,997-99.3% | $15,912-99.7% | $6,918-99.2% |