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 | $45,158 | $81,248-44.4% | $155,509-71.0% | $80,856-44.2% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 13.06% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $855 | $3,100-72.4% | $4,672-81.7% | $2,755-68.9% |
| Participant deferral / active EE | $1,262 | $3,452-63.5% | $5,626-77.6% | $4,296-70.6% |
| Admin fee / account holder | $203 | $7,997-97.5% | $15,912-98.7% | $6,918-97.1% |