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 | $28,157 | $66,310-57.5% | $93,606-69.9% | $65,185-56.8% |
| Participation rate | 36.4% | 74.0%-37.6pp | 75.8%-39.5pp | 70.2%-33.8pp |
| Annual return | 20.93% | 42.58%-21.7pp | 32.76%-11.8pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,172 | $2,012-41.8% | $2,718-56.9% | $2,177-46.2% |
| Participant deferral / active EE | $1,771 | $3,342-47.0% | $4,069-56.5% | $3,514-49.6% |
| Admin fee / account holder | $79 | $6,897-98.8% | $7,888-99.0% | $847-90.6% |