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 | $44,634 | $49,922-10.6% | $80,569-44.6% | $75,163-40.6% |
| Participation rate | 26.5% | 55.3%-28.8pp | 67.0%-40.5pp | 67.2%-40.7pp |
| Annual return | 24.00% | 34.69%-10.7pp | 935.43%-911.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $656 | $1,698-61.4% | $2,723-75.9% | $2,670-75.4% |
| Participant deferral / active EE | $1,183 | $2,990-60.4% | $4,447-73.4% | $4,125-71.3% |
| Admin fee / account holder | $269 | $3,577-92.5% | $5,377-95.0% | $5,651-95.2% |