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 | $44,259 | $48,230-8.2% | $67,502-34.4% | $80,856-45.3% |
| Participation rate | 54.8% | 66.4%-11.5pp | 72.9%-18.0pp | 67.6%-12.8pp |
| Annual return | 14.25% | 18.28%-4.0pp | 3512.12%-3497.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $808 | $2,020-60.0% | $2,731-70.4% | $2,755-70.7% |
| Participant deferral / active EE | $1,233 | $2,924-57.8% | $4,000-69.2% | $4,296-71.3% |
| Admin fee / account holder | $53 | $3,681-98.6% | $3,998-98.7% | $6,918-99.2% |