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 | $28,844 | $81,248-64.5% | $155,509-81.5% | $80,856-64.3% |
| Participation rate | 46.9% | 66.2%-19.3pp | 78.2%-31.2pp | 67.6%-20.7pp |
| Annual return | 15.52% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,097 | $3,100-64.6% | $4,672-76.5% | $2,755-60.2% |
| Participant deferral / active EE | $1,977 | $3,452-42.7% | $5,626-64.9% | $4,296-54.0% |
| Admin fee / account holder | $41 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |