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 | $68,083 | $91,190-25.3% | $178,490-61.9% | $79,858-14.7% |
| Participation rate | 68.5% | 69.2%-0.7pp | 81.9%-13.4pp | 69.6%-1.1pp |
| Annual return | 21.60% | 24.19%-2.6pp | 151.07%-129.5pp | 31.71%-10.1pp |
| Employer contribution / active EE | $595 | $3,256-81.7% | $5,011-88.1% | $2,471-75.9% |
| Participant deferral / active EE | $1,434 | $3,236-55.7% | $5,202-72.4% | $3,740-61.7% |
| Admin fee / account holder | $31 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |