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 5-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 | $10,259 | $51,576-80.1% | $129,207-92.1% | $80,856-87.3% |
| Participation rate | 65.6% | 57.0%+8.6pp | 69.6%-4.0pp | 67.6%-2.0pp |
| Annual return | 22.73% | 20.81%+1.9pp | 9417.33%-9394.6pp | 35.59%-12.9pp |
| Employer contribution / active EE | $778 | $1,584-50.9% | $4,153-81.3% | $2,755-71.8% |
| Participant deferral / active EE | $1,193 | $2,669-55.3% | $4,168-71.4% | $4,296-72.2% |
| Admin fee / account holder | $198 | $4,305-95.4% | $7,715-97.4% | $6,918-97.1% |