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 5-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 | $35,442 | $81,248-56.4% | $155,509-77.2% | $80,856-56.2% |
| Participation rate | 19.2% | 66.2%-47.0pp | 78.2%-59.0pp | 67.6%-48.4pp |
| Annual return | 21.33% | 33.31%-12.0pp | 64.67%-43.3pp | 35.59%-14.3pp |
| Employer contribution / active EE | $389 | $3,100-87.5% | $4,672-91.7% | $2,755-85.9% |
| Participant deferral / active EE | $1,314 | $3,452-61.9% | $5,626-76.6% | $4,296-69.4% |
| Admin fee / account holder | $131 | $7,997-98.4% | $15,912-99.2% | $6,918-98.1% |