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 7-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 | $16,932 | $51,045-66.8% | $70,515-76.0% | $71,457-76.3% |
| Participation rate | 39.1% | 59.4%-20.4pp | 68.3%-29.3pp | 67.9%-28.9pp |
| Annual return | 22.08% | 42.63%-20.6pp | 32.77%-10.7pp | 28.85%-6.8pp |
| Employer contribution / active EE | $568 | $1,790-68.3% | $2,973-80.9% | $2,588-78.1% |
| Participant deferral / active EE | $1,592 | $3,026-47.4% | $4,567-65.1% | $4,289-62.9% |
| Admin fee / account holder | $202 | $1,994-89.9% | $6,412-96.8% | $1,587-87.3% |