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 | $16,439 | $90,503-81.8% | $78,689-79.1% | $273,961-94.0% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 6.78% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,019 | $3,176-36.4% | $2,851-29.2% | $4,869-58.5% |
| Participant deferral / active EE | $2,073 | $3,901-46.9% | $3,517-41.1% | $5,287-60.8% |
| Admin fee / account holder | $263 | $5,263-95.0% | $4,510-94.2% | $10,132-97.4% |