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 | $52,287 | $71,050-26.4% | $93,606-44.1% | $80,856-35.3% |
| Participation rate | 32.2% | 60.4%-28.2pp | 68.7%-36.5pp | 67.6%-35.5pp |
| Annual return | 11.03% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $830 | $1,564-46.9% | $2,420-65.7% | $2,755-69.9% |
| Participant deferral / active EE | $1,275 | $4,034-68.4% | $4,411-71.1% | $4,296-70.3% |
| Admin fee / account holder | $218 | $6,945-96.9% | $8,285-97.4% | $6,918-96.8% |