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 | $32,063 | $46,869-31.6% | $122,332-73.8% | $70,131-54.3% |
| Participation rate | 48.5% | 58.2%-9.7pp | 71.6%-23.2pp | 69.5%-21.1pp |
| Annual return | 16.19% | 24.22%-8.0pp | 30.27%-14.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,446 | $1,288+12.2% | $4,050-64.3% | $2,342-38.3% |
| Participant deferral / active EE | $2,761 | $2,166+27.4% | $3,287-16.0% | $3,332-17.1% |
| Admin fee / account holder | $229 | $3,322-93.1% | $5,478-95.8% | $4,645-95.1% |