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 | $24,856 | $58,512-57.5% | $84,015-70.4% | $72,985-65.9% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 19.77% | 28.93%-9.2pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $768 | $1,163-34.0% | $1,983-61.3% | $2,440-68.5% |
| Participant deferral / active EE | $2,490 | $2,394+4.0% | $3,239-23.1% | $3,607-31.0% |
| Admin fee / account holder | $185 | $4,569-96.0% | $6,101-97.0% | $5,124-96.4% |