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 | $22,941 | $50,958-55.0% | $74,550-69.2% | $64,186-64.3% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.1%-15.3pp | 69.6%-15.7pp |
| Annual return | 1.35% | -1.86%+3.2pp | 32.53%-31.2pp | 7.63%-6.3pp |
| Employer contribution / active EE | $215 | $1,115-80.7% | $1,961-89.0% | $2,381-91.0% |
| Participant deferral / active EE | $1,863 | $2,301-19.1% | $3,108-40.1% | $3,470-46.3% |
| Admin fee / account holder | $241 | $4,223-94.3% | $5,060-95.2% | $4,888-95.1% |