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 | $35,986 | $80,968-55.6% | $96,544-62.7% | $75,163-52.1% |
| Participation rate | 65.5% | 71.8%-6.2pp | 76.0%-10.4pp | 67.2%-1.7pp |
| Annual return | 21.65% | 27.06%-5.4pp | 25.84%-4.2pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,731 | $2,282-24.2% | $2,965-41.6% | $2,670-35.2% |
| Participant deferral / active EE | $3,435 | $3,928-12.6% | $4,851-29.2% | $4,125-16.7% |
| Admin fee / account holder | $172 | $6,724-97.4% | $8,252-97.9% | $5,651-97.0% |