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 | $42,850 | $60,892-29.6% | $82,389-48.0% | $84,808-49.5% |
| Participation rate | 39.5% | 63.3%-23.8pp | 69.5%-30.1pp | 68.3%-28.8pp |
| Annual return | 19.42% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $924 | $1,779-48.1% | $2,517-63.3% | $2,631-64.9% |
| Participant deferral / active EE | $1,772 | $3,179-44.2% | $4,155-57.3% | $4,212-57.9% |
| Admin fee / account holder | $4 | $5,467-99.9% | $7,231-99.9% | $7,344-99.9% |