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 | $39,642 | $105,931-62.6% | $81,930-51.6% | $158,922-75.1% |
| Participation rate | 34.8% | 75.6%-40.8pp | 72.0%-37.2pp | 82.0%-47.2pp |
| Annual return | 11.40% | 38.17%-26.8pp | 29.49%-18.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $449 | $7,800-94.2% | $4,310-89.6% | $4,761-90.6% |
| Participant deferral / active EE | $1,010 | $13,003-92.2% | $7,107-85.8% | $5,982-83.1% |
| Admin fee / account holder | $230 | $8,489-97.3% | $5,158-95.5% | $11,246-98.0% |