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 | $63,023 | $48,750+29.3% | $88,946-29.1% | $74,304-15.2% |
| Participation rate | 20.8% | 44.5%-23.7pp | 68.8%-48.0pp | 60.3%-39.5pp |
| Annual return | 21.23% | 25.91%-4.7pp | 57.82%-36.6pp | 29.43%-8.2pp |
| Employer contribution / active EE | $574 | $1,255-54.2% | $2,555-77.5% | $2,241-74.4% |
| Participant deferral / active EE | $970 | $2,423-59.9% | $4,581-78.8% | $3,767-74.2% |
| Admin fee / account holder | $74 | $3,756-98.0% | $8,261-99.1% | $2,969-97.5% |