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 | $38,125 | $53,596-28.9% | $90,645-57.9% | $64,186-40.6% |
| Participation rate | 24.1% | 64.5%-40.4pp | 74.0%-49.9pp | 69.6%-45.4pp |
| Annual return | 7.15% | 4.41%+2.7pp | 1.88%+5.3pp | 7.63%-0.5pp |
| Employer contribution / active EE | $570 | $1,503-62.1% | $2,532-77.5% | $2,381-76.1% |
| Participant deferral / active EE | $1,058 | $2,459-57.0% | $3,425-69.1% | $3,470-69.5% |
| Admin fee / account holder | $76 | $3,868-98.0% | $4,994-98.5% | $4,888-98.4% |