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 | $36,742 | $103,949-64.7% | $69,182-46.9% | $273,961-86.6% |
| Participation rate | 45.5% | 67.4%-21.9pp | 55.1%-9.7pp | 83.0%-37.6pp |
| Annual return | 3.94% | 35.28%-31.3pp | -21.93%+25.9pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,102 | $1,783-38.2% | $1,206-8.6% | $4,869-77.4% |
| Participant deferral / active EE | $3,228 | $2,716+18.8% | $1,897+70.2% | $5,287-38.9% |
| Admin fee / account holder | $250 | $3,671-93.2% | $2,697-90.7% | $10,132-97.5% |