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 | $45,869 | $54,705-16.2% | $71,209-35.6% | $84,808-45.9% |
| Participation rate | 23.7% | 64.1%-40.4pp | 73.8%-50.1pp | 68.3%-44.6pp |
| Annual return | 18.16% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $832 | $2,158-61.4% | $2,721-69.4% | $2,631-68.4% |
| Participant deferral / active EE | $1,936 | $3,030-36.1% | $4,175-53.6% | $4,212-54.0% |
| Admin fee / account holder | $41 | $4,863-99.2% | $5,349-99.2% | $7,344-99.4% |