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 | $29,003 | $91,190-68.2% | $178,490-83.8% | $79,858-63.7% |
| Participation rate | 52.7% | 69.2%-16.5pp | 81.9%-29.2pp | 69.6%-16.9pp |
| Annual return | 20.61% | 24.19%-3.6pp | 151.07%-130.5pp | 31.71%-11.1pp |
| Employer contribution / active EE | $832 | $3,256-74.4% | $5,011-83.4% | $2,471-66.3% |
| Participant deferral / active EE | $1,741 | $3,236-46.2% | $5,202-66.5% | $3,740-53.4% |
| Admin fee / account holder | $263 | $6,751-96.1% | $13,984-98.1% | $5,306-95.0% |