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 7-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 | $15,845 | $59,839-73.5% | $81,983-80.7% | $79,858-80.2% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.2%-15.9pp | 69.6%-16.3pp |
| Annual return | 22.19% | 17.56%+4.6pp | 41.31%-19.1pp | 31.71%-9.5pp |
| Employer contribution / active EE | $907 | $1,713-47.0% | $2,498-63.7% | $2,471-63.3% |
| Participant deferral / active EE | $1,798 | $2,695-33.3% | $3,722-51.7% | $3,740-51.9% |
| Admin fee / account holder | $259 | $4,287-94.0% | $5,664-95.4% | $5,306-95.1% |