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 | $19,003 | $43,327-56.1% | $59,878-68.3% | $64,186-70.4% |
| Participation rate | 65.1% | 69.2%-4.1pp | 74.7%-9.6pp | 69.6%-4.5pp |
| Annual return | 7.84% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $718 | $2,028-64.6% | $2,722-73.6% | $2,381-69.9% |
| Participant deferral / active EE | $1,878 | $2,546-26.2% | $3,402-44.8% | $3,470-45.9% |
| Admin fee / account holder | $120 | $3,005-96.0% | $3,590-96.7% | $4,888-97.6% |