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 | $42,798 | $69,977-38.8% | $108,579-60.6% | $62,891-31.9% |
| Participation rate | 56.8% | 72.9%-16.1pp | 79.6%-22.8pp | 69.3%-12.5pp |
| Annual return | 10.30% | 10.73%-0.4pp | -51.70%+62.0pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,227 | $2,135-42.5% | $3,758-67.4% | $2,281-46.2% |
| Participant deferral / active EE | $3,111 | $3,165-1.7% | $4,311-27.8% | $3,203-2.9% |
| Admin fee / account holder | $90 | $5,076-98.2% | $7,645-98.8% | $4,296-97.9% |