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 | $41,584 | $53,516-22.3% | $126,539-67.1% | $84,808-51.0% |
| Participation rate | 56.8% | 58.2%-1.5pp | 69.8%-13.1pp | 68.3%-11.6pp |
| Annual return | 19.38% | 58.34%-39.0pp | 425.95%-406.6pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,375 | $2,671-11.1% | $4,083-41.8% | $4,212-43.6% |
| Admin fee / account holder | $188 | $4,497-95.8% | $6,065-96.9% | $7,344-97.4% |