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 | $34,448 | $67,606-49.0% | $82,313-58.1% | $70,131-50.9% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.9%-17.4pp | 69.5%-10.1pp |
| Annual return | 17.99% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,003 | $2,987-32.9% | $3,706-46.0% | $3,332-39.9% |
| Admin fee / account holder | $168 | $4,512-96.3% | $5,608-97.0% | $4,645-96.4% |