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 | $32,794 | $50,958-35.6% | $74,550-56.0% | $64,186-48.9% |
| Participation rate | 44.4% | 61.1%-16.6pp | 69.1%-24.7pp | 69.6%-25.1pp |
| Annual return | 8.54% | -1.86%+10.4pp | 32.53%-24.0pp | 7.63%+0.9pp |
| Employer contribution / active EE | $616 | $1,115-44.8% | $1,961-68.6% | $2,381-74.1% |
| Participant deferral / active EE | $1,034 | $2,301-55.1% | $3,108-66.7% | $3,470-70.2% |
| Admin fee / account holder | $244 | $4,223-94.2% | $5,060-95.2% | $4,888-95.0% |