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 8-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 | $136,262 | $81,248+67.7% | $155,509-12.4% | $80,856+68.5% |
| Participation rate | 15.8% | 66.2%-50.4pp | 78.2%-62.4pp | 67.6%-51.8pp |
| Annual return | 12.44% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $562 | $3,100-81.9% | $4,672-88.0% | $2,755-79.6% |
| Participant deferral / active EE | $2,540 | $3,452-26.4% | $5,626-54.9% | $4,296-40.9% |
| Admin fee / account holder | $32 | $7,997-99.6% | $15,912-99.8% | $6,918-99.5% |