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 | $26,905 | $72,492-62.9% | $87,100-69.1% | $72,985-63.1% |
| Participation rate | 45.5% | 72.8%-27.4pp | 76.9%-31.4pp | 69.5%-24.0pp |
| Annual return | 22.04% | 24.46%-2.4pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $975 | $1,894-48.5% | $2,521-61.3% | $2,440-60.0% |
| Participant deferral / active EE | $2,302 | $3,270-29.6% | $4,049-43.1% | $3,607-36.2% |
| Admin fee / account holder | $199 | $5,055-96.1% | $7,497-97.3% | $5,124-96.1% |