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 | $29,079 | $56,897-48.9% | $84,750-65.7% | $62,891-53.8% |
| Participation rate | 37.3% | 68.5%-31.3pp | 76.6%-39.3pp | 69.3%-32.1pp |
| Annual return | 11.00% | 6.30%+4.7pp | 22.78%-11.8pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,437 | $2,400-40.1% | $3,574-59.8% | $2,281-37.0% |
| Participant deferral / active EE | $3,181 | $2,709+17.4% | $3,712-14.3% | $3,203-0.7% |
| Admin fee / account holder | $236 | $3,581-93.4% | $5,332-95.6% | $4,296-94.5% |