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 | $33,961 | $80,717-57.9% | $154,803-78.1% | $84,808-60.0% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 13.61% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $427 | $2,761-84.5% | $4,305-90.1% | $2,631-83.8% |
| Participant deferral / active EE | $1,638 | $3,303-50.4% | $5,540-70.4% | $4,212-61.1% |
| Admin fee / account holder | $5 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |