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 | $25,549 | $54,541-53.2% | $78,778-67.6% | $70,131-63.6% |
| Participation rate | 57.6% | 60.8%-3.2pp | 69.2%-11.6pp | 69.5%-11.9pp |
| Annual return | 18.28% | 21.07%-2.8pp | 35.62%-17.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $722 | $1,089-33.7% | $1,986-63.7% | $2,342-69.2% |
| Participant deferral / active EE | $1,058 | $2,210-52.1% | $2,958-64.2% | $3,332-68.2% |
| Admin fee / account holder | $299 | $3,709-91.9% | $5,134-94.2% | $4,645-93.6% |