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 | $12,577 | $54,762-77.0% | $90,281-86.1% | $72,985-82.8% |
| Participation rate | 44.2% | 65.1%-21.0pp | 73.3%-29.1pp | 69.5%-25.3pp |
| Annual return | 18.35% | 30.63%-12.3pp | 78.10%-59.7pp | 81.00%-62.7pp |
| Employer contribution / active EE | $408 | $2,092-80.5% | $2,854-85.7% | $2,440-83.3% |
| Participant deferral / active EE | $1,791 | $2,887-38.0% | $3,885-53.9% | $3,607-50.4% |
| Admin fee / account holder | $197 | $3,972-95.0% | $5,351-96.3% | $5,124-96.2% |