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 | $46,141 | $48,050-4.0% | $85,969-46.3% | $59,632-22.6% |
| Participation rate | 49.2% | 64.5%-15.2pp | 76.5%-27.3pp | 68.7%-19.4pp |
| Annual return | -1.17% | 0.29%-1.5pp | 9.32%-10.5pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,186 | $1,640-27.6% | $3,474-65.9% | $2,203-46.1% |
| Participant deferral / active EE | $1,587 | $2,249-29.5% | $3,829-58.6% | $3,192-50.3% |
| Admin fee / account holder | $206 | $3,206-93.6% | $6,053-96.6% | $4,297-95.2% |