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 | $49,724 | $60,892-18.3% | $82,389-39.6% | $84,808-41.4% |
| Participation rate | 31.6% | 63.3%-31.7pp | 69.5%-38.0pp | 68.3%-36.7pp |
| Annual return | 18.82% | 37.29%-18.5pp | 28.67%-9.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $919 | $1,779-48.3% | $2,517-63.5% | $2,631-65.1% |
| Participant deferral / active EE | $2,434 | $3,179-23.4% | $4,155-41.4% | $4,212-42.2% |
| Admin fee / account holder | $20 | $5,467-99.6% | $7,231-99.7% | $7,344-99.7% |