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 | $35,903 | $54,541-34.2% | $78,778-54.4% | $70,131-48.8% |
| Participation rate | 59.6% | 60.8%-1.2pp | 69.2%-9.5pp | 69.5%-9.9pp |
| Annual return | 23.18% | 21.07%+2.1pp | 35.62%-12.4pp | 73.14%-50.0pp |
| Employer contribution / active EE | $1,045 | $1,089-4.0% | $1,986-47.4% | $2,342-55.4% |
| Participant deferral / active EE | $2,074 | $2,210-6.2% | $2,958-29.9% | $3,332-37.7% |
| Admin fee / account holder | $131 | $3,709-96.5% | $5,134-97.4% | $4,645-97.2% |