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 | $64,112 | $99,341-35.5% | $84,750-24.4% | $273,961-76.6% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 5.78% | 22.93%-17.2pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,981 | $4,214-53.0% | $3,574-44.6% | $4,869-59.3% |
| Participant deferral / active EE | $1,981 | $4,269-53.6% | $3,712-46.6% | $5,287-62.5% |
| Admin fee / account holder | $18 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |