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 | $33,954 | $55,706-39.0% | $75,886-55.3% | $72,985-53.5% |
| Participation rate | 43.3% | 61.1%-17.8pp | 69.3%-25.9pp | 69.5%-26.2pp |
| Annual return | 27.35% | 27.59%-0.2pp | 30.76%-3.4pp | 81.00%-53.7pp |
| Employer contribution / active EE | $935 | $1,687-44.6% | $2,500-62.6% | $2,440-61.7% |
| Participant deferral / active EE | $3,233 | $2,634+22.7% | $3,603-10.3% | $3,607-10.4% |
| Admin fee / account holder | $56 | $3,978-98.6% | $5,418-99.0% | $5,124-98.9% |