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 | $30,930 | $54,541-43.3% | $78,778-60.7% | $70,131-55.9% |
| Participation rate | 36.7% | 60.8%-24.1pp | 69.2%-32.5pp | 69.5%-32.8pp |
| Annual return | 15.32% | 21.07%-5.7pp | 35.62%-20.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $645 | $1,089-40.7% | $1,986-67.5% | $2,342-72.5% |
| Participant deferral / active EE | $1,372 | $2,210-37.9% | $2,958-53.6% | $3,332-58.8% |
| Admin fee / account holder | $219 | $3,709-94.1% | $5,134-95.7% | $4,645-95.3% |