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 | $52,253 | $76,367-31.6% | $93,606-44.2% | $72,985-28.4% |
| Participation rate | 63.8% | 71.7%-7.9pp | 75.8%-12.0pp | 69.5%-5.7pp |
| Annual return | 20.50% | 25.82%-5.3pp | 32.76%-12.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $712 | $2,275-68.7% | $2,718-73.8% | $2,440-70.8% |
| Participant deferral / active EE | $1,479 | $3,538-58.2% | $4,069-63.6% | $3,607-59.0% |
| Admin fee / account holder | $96 | $6,838-98.6% | $7,888-98.8% | $5,124-98.1% |