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 | $69,597 | $58,512+18.9% | $84,015-17.2% | $72,985-4.6% |
| Participation rate | 42.6% | 61.2%-18.6pp | 69.0%-26.4pp | 69.5%-26.8pp |
| Annual return | 21.64% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $304 | $1,163-73.9% | $1,983-84.7% | $2,440-87.5% |
| Participant deferral / active EE | $2,161 | $2,394-9.7% | $3,239-33.3% | $3,607-40.1% |
| Admin fee / account holder | $96 | $4,569-97.9% | $6,101-98.4% | $5,124-98.1% |