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 | $31,287 | $54,705-42.8% | $71,209-56.1% | $84,808-63.1% |
| Participation rate | 34.5% | 64.1%-29.6pp | 73.8%-39.3pp | 68.3%-33.8pp |
| Annual return | 17.13% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $754 | $2,158-65.1% | $2,721-72.3% | $2,631-71.4% |
| Participant deferral / active EE | $1,430 | $3,030-52.8% | $4,175-65.7% | $4,212-66.0% |
| Admin fee / account holder | $288 | $4,863-94.1% | $5,349-94.6% | $7,344-96.1% |