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 | $37,750 | $72,277-47.8% | $101,248-62.7% | $79,858-52.7% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 19.15% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $988 | $2,692-63.3% | $3,660-73.0% | $2,471-60.0% |
| Participant deferral / active EE | $2,892 | $3,282-11.9% | $4,370-33.8% | $3,740-22.7% |
| Admin fee / account holder | $30 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |