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 | $19,341 | $49,227-60.7% | $70,449-72.5% | $79,858-75.8% |
| Participation rate | 52.8% | 69.2%-16.4pp | 75.1%-22.3pp | 69.6%-16.9pp |
| Annual return | 14.05% | 30.06%-16.0pp | 109.03%-95.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $709 | $2,099-66.2% | $2,737-74.1% | $2,471-71.3% |
| Participant deferral / active EE | $2,155 | $2,768-22.1% | $3,709-41.9% | $3,740-42.4% |
| Admin fee / account holder | $182 | $2,878-93.7% | $3,845-95.3% | $5,306-96.6% |