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 | $57,671 | $80,717-28.6% | $154,803-62.7% | $84,808-32.0% |
| Participation rate | 65.9% | 66.8%-1.0pp | 78.1%-12.2pp | 68.3%-2.5pp |
| Annual return | 18.40% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,156 | $2,761-58.1% | $4,305-73.2% | $2,631-56.1% |
| Participant deferral / active EE | $1,077 | $3,303-67.4% | $5,540-80.6% | $4,212-74.4% |
| Admin fee / account holder | $265 | $6,746-96.1% | $14,329-98.1% | $7,344-96.4% |