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 | $47,129 | $56,897-17.2% | $84,750-44.4% | $62,891-25.1% |
| Participation rate | 27.3% | 68.5%-41.3pp | 76.6%-49.3pp | 69.3%-42.0pp |
| Annual return | 6.13% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $686 | $2,400-71.4% | $3,574-80.8% | $2,281-69.9% |
| Participant deferral / active EE | $1,728 | $2,709-36.2% | $3,712-53.4% | $3,203-46.0% |
| Admin fee / account holder | $29 | $3,581-99.2% | $5,332-99.5% | $4,296-99.3% |