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 | $58,434 | $140,578-58.4% | $100,671-42.0% | $125,391-53.4% |
| Participation rate | 47.4% | 80.4%-33.0pp | 70.7%-23.3pp | 83.2%-35.8pp |
| Annual return | 1.75% | 24.67%-22.9pp | 20.43%-18.7pp | 282.22%-280.5pp |
| Employer contribution / active EE | $1,267 | $5,965-78.8% | $4,012-68.4% | $4,866-74.0% |
| Participant deferral / active EE | $3,367 | $3,981-15.4% | $3,144+7.1% | $5,352-37.1% |
| Admin fee / account holder | $178 | $6,716-97.4% | $4,850-96.3% | $9,540-98.1% |