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 | $34,483 | $57,016-39.5% | $84,966-59.4% | $80,856-57.4% |
| Participation rate | 60.0% | 56.3%+3.7pp | 67.5%-7.5pp | 67.6%-7.6pp |
| Annual return | 10.80% | 21.66%-10.9pp | 66.38%-55.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $842 | $1,798-53.2% | $2,727-69.1% | $2,755-69.4% |
| Participant deferral / active EE | $2,938 | $3,110-5.5% | $4,519-35.0% | $4,296-31.6% |
| Admin fee / account holder | $121 | $4,980-97.6% | $6,149-98.0% | $6,918-98.3% |