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 | $35,976 | $90,503-60.2% | $78,689-54.3% | $273,961-86.9% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 6.82% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $370 | $3,176-88.3% | $2,851-87.0% | $4,869-92.4% |
| Participant deferral / active EE | $2,056 | $3,901-47.3% | $3,517-41.5% | $5,287-61.1% |
| Admin fee / account holder | $215 | $5,263-95.9% | $4,510-95.2% | $10,132-97.9% |