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 | $36,838 | $93,346-60.5% | $71,796-48.7% | $273,961-86.6% |
| Participation rate | 60.9% | 76.5%-15.7pp | 69.1%-8.2pp | 83.0%-22.1pp |
| Annual return | 5.67% | 130.39%-124.7pp | 78.04%-72.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $612 | $2,733-77.6% | $1,924-68.2% | $4,869-87.4% |
| Participant deferral / active EE | $1,548 | $3,475-55.5% | $2,794-44.6% | $5,287-70.7% |
| Admin fee / account holder | $127 | $6,571-98.1% | $4,815-97.4% | $10,132-98.7% |