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 | $56,297 | $35,183+60.0% | $73,545-23.5% | $70,131-19.7% |
| Participation rate | 21.9% | 42.9%-21.1pp | 54.9%-33.1pp | 69.5%-47.7pp |
| Annual return | 14.81% | 26.90%-12.1pp | -15.16%+30.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $479 | $709-32.5% | $1,219-60.7% | $2,342-79.6% |
| Participant deferral / active EE | $1,346 | $1,220+10.3% | $1,806-25.5% | $3,332-59.6% |
| Admin fee / account holder | $53 | $2,302-97.7% | $2,320-97.7% | $4,645-98.9% |