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 | $32,941 | $56,054-41.2% | $171,082-80.7% | $62,891-47.6% |
| Participation rate | 33.3% | 62.9%-29.5pp | 76.7%-43.4pp | 69.3%-36.0pp |
| Annual return | 7.76% | 22.52%-14.8pp | 32.56%-24.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $275 | $1,731-84.1% | $4,002-93.1% | $2,281-88.0% |
| Participant deferral / active EE | $1,175 | $3,158-62.8% | $4,797-75.5% | $3,203-63.3% |
| Admin fee / account holder | $187 | $3,647-94.9% | $8,520-97.8% | $4,296-95.7% |