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 5-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 | $50,095 | $48,795+2.7% | $65,493-23.5% | $84,808-40.9% |
| Participation rate | 26.9% | 67.0%-40.1pp | 73.1%-46.2pp | 68.3%-41.4pp |
| Annual return | 20.80% | 20.20%+0.6pp | 982.45%-961.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $562 | $1,930-70.9% | $2,574-78.2% | $2,631-78.6% |
| Participant deferral / active EE | $2,237 | $2,928-23.6% | $3,961-43.5% | $4,212-46.9% |
| Admin fee / account holder | $19 | $3,877-99.5% | $5,028-99.6% | $7,344-99.7% |