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 | $33,276 | $81,460-59.2% | $103,333-67.8% | $80,856-58.8% |
| Participation rate | 55.0% | 66.8%-11.8pp | 74.5%-19.5pp | 67.6%-12.6pp |
| Annual return | 29.01% | 25.55%+3.5pp | 24.88%+4.1pp | 35.59%-6.6pp |
| Employer contribution / active EE | $1,550 | $3,105-50.1% | $3,868-59.9% | $2,755-43.8% |
| Participant deferral / active EE | $1,927 | $3,869-50.2% | $5,057-61.9% | $4,296-55.2% |
| Admin fee / account holder | $14 | $6,566-99.8% | $8,355-99.8% | $6,918-99.8% |