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 | $36,313 | $135,952-73.3% | $123,892-70.7% | $273,961-86.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 7.96% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,451 | $5,170-52.6% | $4,617-46.9% | $4,869-49.7% |
| Participant deferral / active EE | $4,990 | $6,343-21.3% | $5,984-16.6% | $5,287-5.6% |
| Admin fee / account holder | $239 | $9,817-97.6% | $8,357-97.1% | $10,132-97.6% |