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 | $49,886 | $90,503-44.9% | $78,689-36.6% | $273,961-81.8% |
| Participation rate | 56.3% | 76.5%-20.3pp | 73.6%-17.3pp | 83.0%-26.8pp |
| Annual return | 6.49% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $204 | $3,176-93.6% | $2,851-92.9% | $4,869-95.8% |
| Participant deferral / active EE | $2,004 | $3,901-48.6% | $3,517-43.0% | $5,287-62.1% |
| Admin fee / account holder | $158 | $5,263-97.0% | $4,510-96.5% | $10,132-98.4% |