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 | $44,192 | $66,402-33.4% | $109,895-59.8% | $85,850-48.5% |
| Participation rate | 43.9% | 63.9%-20.0pp | 74.2%-30.4pp | 69.3%-25.5pp |
| Annual return | 16.15% | 19.59%-3.4pp | 29.45%-13.3pp | 318.53%-302.4pp |
| Employer contribution / active EE | $564 | $1,687-66.6% | $2,842-80.1% | $2,565-78.0% |
| Participant deferral / active EE | $2,500 | $2,842-12.0% | $4,048-38.2% | $3,952-36.7% |
| Admin fee / account holder | $61 | $4,557-98.7% | $6,066-99.0% | $6,260-99.0% |