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 | $53,120 | $51,175+3.8% | $70,515-24.7% | $75,163-29.3% |
| Participation rate | 40.7% | 60.9%-20.2pp | 68.3%-27.6pp | 67.2%-26.5pp |
| Annual return | 18.22% | 30.02%-11.8pp | 32.77%-14.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,342 | $1,826-26.5% | $2,973-54.9% | $2,670-49.7% |
| Participant deferral / active EE | $2,081 | $2,849-27.0% | $4,567-54.4% | $4,125-49.6% |
| Admin fee / account holder | $289 | $4,091-92.9% | $6,412-95.5% | $5,651-94.9% |