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 | $39,890 | $153,311-74.0% | $109,313-63.5% | $273,961-85.4% |
| Participation rate | 40.0% | 80.1%-40.1pp | 71.3%-31.3pp | 83.0%-43.0pp |
| Annual return | 36.89% | 29.86%+7.0pp | 22.07%+14.8pp | 41.45%-4.6pp |
| Employer contribution / active EE | $805 | $5,619-85.7% | $3,892-79.3% | $4,869-83.5% |
| Participant deferral / active EE | $1,712 | $3,932-56.5% | $3,166-45.9% | $5,287-67.6% |
| Admin fee / account holder | $8 | $8,076-99.9% | $5,666-99.9% | $10,132-99.9% |