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 | $35,109 | $78,422-55.2% | $95,952-63.4% | $79,858-56.0% |
| Participation rate | 48.6% | 73.5%-24.8pp | 77.1%-28.4pp | 69.6%-21.0pp |
| Annual return | 16.22% | 19.37%-3.1pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $938 | $1,945-51.8% | $2,541-63.1% | $2,471-62.0% |
| Participant deferral / active EE | $1,908 | $3,440-44.5% | $4,167-54.2% | $3,740-49.0% |
| Admin fee / account holder | $5 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |