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 | $41,082 | $77,314-46.9% | $177,989-76.9% | $80,856-49.2% |
| Participation rate | 68.0% | 65.7%+2.3pp | 77.1%-9.1pp | 67.6%+0.4pp |
| Annual return | 15.65% | 18.09%-2.4pp | 294.48%-278.8pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,244 | $2,292-45.7% | $3,949-68.5% | $2,755-54.8% |
| Participant deferral / active EE | $1,485 | $4,411-66.3% | $6,276-76.3% | $4,296-65.4% |
| Admin fee / account holder | $264 | $7,191-96.3% | $10,363-97.4% | $6,918-96.2% |