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 | $35,604 | $52,279-31.9% | $89,391-60.2% | $79,858-55.4% |
| Participation rate | 18.5% | 57.5%-39.0pp | 68.0%-49.5pp | 69.6%-51.1pp |
| Annual return | 14.16% | 22.16%-8.0pp | 245.62%-231.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $482 | $1,572-69.3% | $2,586-81.4% | $2,471-80.5% |
| Participant deferral / active EE | $2,185 | $2,740-20.3% | $3,890-43.8% | $3,740-41.6% |
| Admin fee / account holder | $19 | $3,356-99.4% | $4,881-99.6% | $5,306-99.6% |