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 | $48,831 | $101,724-52.0% | $164,813-70.4% | $80,856-39.6% |
| Participation rate | 62.5% | 71.8%-9.3pp | 78.6%-16.1pp | 67.6%-5.1pp |
| Annual return | 12.69% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,768 | $2,953-40.1% | $4,341-59.3% | $2,755-35.8% |
| Participant deferral / active EE | $3,824 | $4,477-14.6% | $6,031-36.6% | $4,296-11.0% |
| Admin fee / account holder | $118 | $8,227-98.6% | $12,690-99.1% | $6,918-98.3% |