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 | $50,814 | $64,839-21.6% | $95,585-46.8% | $84,808-40.1% |
| Participation rate | 65.4% | 63.8%+1.6pp | 72.1%-6.7pp | 68.3%-2.9pp |
| Annual return | 15.65% | -670.96%+686.6pp | 38.56%-22.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $407 | $1,759-76.9% | $2,527-83.9% | $2,631-84.5% |
| Participant deferral / active EE | $1,900 | $2,965-35.9% | $4,023-52.8% | $4,212-54.9% |
| Admin fee / account holder | $24 | $5,964-99.6% | $6,127-99.6% | $7,344-99.7% |