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 | $42,081 | $78,103-46.1% | $289,028-85.4% | $116,875-64.0% |
| Participation rate | 26.7% | 69.5%-42.8pp | 78.0%-51.3pp | 74.5%-47.9pp |
| Annual return | 20.40% | 15.26%+5.1pp | 243.94%-223.5pp | 16.29%+4.1pp |
| Employer contribution / active EE | $799 | $2,718-70.6% | $6,326-87.4% | $3,288-75.7% |
| Participant deferral / active EE | $1,278 | $2,921-56.2% | $4,804-73.4% | $3,885-67.1% |
| Admin fee / account holder | $275 | $8,683-96.8% | $14,050-98.0% | $12,263-97.8% |