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 | $35,410 | $135,952-74.0% | $123,892-71.4% | $273,961-87.1% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 9.62% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,007 | $5,170-61.2% | $4,617-56.5% | $4,869-58.8% |
| Participant deferral / active EE | $3,450 | $6,343-45.6% | $5,984-42.3% | $5,287-34.7% |
| Admin fee / account holder | $129 | $9,817-98.7% | $8,357-98.5% | $10,132-98.7% |