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 | $65,051 | $80,717-19.4% | $154,803-58.0% | $84,808-23.3% |
| Participation rate | 30.0% | 66.8%-36.8pp | 78.1%-48.1pp | 68.3%-38.3pp |
| Annual return | 16.77% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $558 | $2,761-79.8% | $4,305-87.0% | $2,631-78.8% |
| Participant deferral / active EE | $1,610 | $3,303-51.3% | $5,540-70.9% | $4,212-61.8% |
| Admin fee / account holder | $143 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |