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 | $72,765 | $106,515-31.7% | $96,683-24.7% | $139,434-47.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.13% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $953 | $4,103-76.8% | $3,737-74.5% | $4,751-80.0% |
| Participant deferral / active EE | $5,051 | $5,454-7.4% | $4,878+3.5% | $6,710-24.7% |
| Admin fee / account holder | $281 | $7,877-96.4% | $6,730-95.8% | $11,403-97.5% |