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 | $32,319 | $140,588-77.0% | $123,104-73.7% | $125,391-74.2% |
| Participation rate | 57.1% | 88.2%-31.1pp | 86.8%-29.6pp | 83.2%-26.0pp |
| Annual return | 7.05% | 16.80%-9.7pp | 13.22%-6.2pp | 282.22%-275.2pp |
| Employer contribution / active EE | $1,616 | $6,041-73.2% | $5,151-68.6% | $4,866-66.8% |
| Participant deferral / active EE | $6,262 | $6,980-10.3% | $6,230+0.5% | $5,352+17.0% |
| Admin fee / account holder | $98 | $11,198-99.1% | $9,015-98.9% | $9,540-99.0% |