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 | $34,982 | $57,541-39.2% | $95,745-63.5% | $75,163-53.5% |
| Participation rate | 59.4% | 62.5%-3.1pp | 72.3%-12.9pp | 67.2%-7.8pp |
| Annual return | 23.72% | 34.93%-11.2pp | 28.35%-4.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $967 | $1,808-46.5% | $2,835-65.9% | $2,670-63.8% |
| Participant deferral / active EE | $2,264 | $3,074-26.3% | $4,245-46.7% | $4,125-45.1% |
| Admin fee / account holder | $214 | $4,099-94.8% | $5,678-96.2% | $5,651-96.2% |