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 | $32,850 | $52,884-37.9% | $84,750-61.2% | $55,167-40.5% |
| Participation rate | 31.5% | 67.5%-36.0pp | 76.6%-45.1pp | 69.0%-37.5pp |
| Annual return | 13.14% | 18.03%-4.9pp | 22.78%-9.6pp | 169.23%-156.1pp |
| Employer contribution / active EE | $1,393 | $2,233-37.6% | $3,574-61.0% | $1,963-29.0% |
| Participant deferral / active EE | $1,936 | $2,644-26.8% | $3,712-47.8% | $3,054-36.6% |
| Admin fee / account holder | $230 | $581-60.4% | $5,332-95.7% | $504-54.4% |