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 | $62,900 | $46,869+34.2% | $122,332-48.6% | $70,131-10.3% |
| Participation rate | 37.7% | 58.2%-20.5pp | 71.6%-34.0pp | 69.5%-31.9pp |
| Annual return | 17.10% | 24.22%-7.1pp | 30.27%-13.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $698 | $1,288-45.8% | $4,050-82.8% | $2,342-70.2% |
| Participant deferral / active EE | $1,378 | $2,166-36.4% | $3,287-58.1% | $3,332-58.6% |
| Admin fee / account holder | $157 | $3,322-95.3% | $5,478-97.1% | $4,645-96.6% |