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 | $33,182 | $131,829-74.8% | $108,579-69.4% | $273,961-87.9% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 10.13% | -91.57%+101.7pp | -51.70%+61.8pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,274 | $4,912-74.1% | $3,758-66.1% | $4,869-73.8% |
| Participant deferral / active EE | $3,504 | $5,127-31.7% | $4,311-18.7% | $5,287-33.7% |
| Admin fee / account holder | $102 | $10,252-99.0% | $7,645-98.7% | $10,132-99.0% |