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 | $30,855 | $91,190-66.2% | $178,490-82.7% | $79,858-61.4% |
| Participation rate | 58.3% | 69.2%-10.9pp | 81.9%-23.6pp | 69.6%-11.3pp |
| Annual return | 35.68% | 24.19%+11.5pp | 151.07%-115.4pp | 31.71%+4.0pp |
| Employer contribution / active EE | $537 | $3,256-83.5% | $5,011-89.3% | $2,471-78.3% |
| Participant deferral / active EE | $2,298 | $3,236-29.0% | $5,202-55.8% | $3,740-38.6% |
| Admin fee / account holder | $172 | $6,751-97.5% | $13,984-98.8% | $5,306-96.8% |