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 | $46,674 | $56,053-16.7% | $75,972-38.6% | $80,856-42.3% |
| Participation rate | 34.3% | 62.0%-27.7pp | 69.1%-34.8pp | 67.6%-33.4pp |
| Annual return | 13.36% | 20.53%-7.2pp | 359.55%-346.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $577 | $1,874-69.2% | $2,685-78.5% | $2,755-79.0% |
| Participant deferral / active EE | $1,697 | $3,052-44.4% | $4,255-60.1% | $4,296-60.5% |
| Admin fee / account holder | $23 | $5,234-99.6% | $6,467-99.6% | $6,918-99.7% |