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 | $35,919 | $96,484-62.8% | $75,886-52.7% | $152,861-76.5% |
| Participation rate | 46.2% | 76.2%-30.0pp | 69.3%-23.1pp | 82.4%-36.3pp |
| Annual return | 16.54% | 33.98%-17.4pp | 30.76%-14.2pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,091 | $3,309-67.0% | $2,500-56.4% | $4,762-77.1% |
| Participant deferral / active EE | $3,153 | $4,553-30.7% | $3,603-12.5% | $5,850-46.1% |
| Admin fee / account holder | $72 | $8,078-99.1% | $5,418-98.7% | $11,596-99.4% |