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 | $49,011 | $60,349-18.8% | $74,183-33.9% | $62,891-22.1% |
| Participation rate | 47.2% | 72.7%-25.5pp | 76.6%-29.4pp | 69.3%-22.1pp |
| Annual return | 5.32% | 21.37%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,373 | $1,680-18.3% | $2,370-42.1% | $2,281-39.8% |
| Participant deferral / active EE | $1,833 | $2,856-35.8% | $3,550-48.3% | $3,203-42.8% |
| Admin fee / account holder | $53 | $4,261-98.8% | $5,586-99.1% | $4,296-98.8% |