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 | $24,495 | $56,897-56.9% | $84,750-71.1% | $62,891-61.1% |
| Participation rate | 65.0% | 68.5%-3.5pp | 76.6%-11.6pp | 69.3%-4.3pp |
| Annual return | 10.33% | 6.30%+4.0pp | 22.78%-12.5pp | 20.14%-9.8pp |
| Employer contribution / active EE | $652 | $2,400-72.8% | $3,574-81.7% | $2,281-71.4% |
| Participant deferral / active EE | $1,520 | $2,709-43.9% | $3,712-59.0% | $3,203-52.5% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |