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 | $50,172 | $85,022-41.0% | $70,515-28.8% | $139,434-64.0% |
| Participation rate | 45.8% | 73.9%-28.1pp | 68.3%-22.5pp | 80.3%-34.5pp |
| Annual return | 17.27% | 30.38%-13.1pp | 32.77%-15.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $629 | $3,909-83.9% | $2,973-78.8% | $4,751-86.8% |
| Participant deferral / active EE | $1,311 | $5,890-77.7% | $4,567-71.3% | $6,710-80.5% |
| Admin fee / account holder | $119 | $8,906-98.7% | $6,412-98.2% | $11,403-99.0% |