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 9-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 | $23,431 | $54,762-57.2% | $90,281-74.0% | $72,985-67.9% |
| Participation rate | 59.5% | 65.1%-5.7pp | 73.3%-13.8pp | 69.5%-10.0pp |
| Annual return | 31.43% | 30.63%+0.8pp | 78.10%-46.7pp | 81.00%-49.6pp |
| Employer contribution / active EE | $2,919 | $2,092+39.5% | $2,854+2.3% | $2,440+19.6% |
| Participant deferral / active EE | $1,676 | $2,887-41.9% | $3,885-56.9% | $3,607-53.5% |
| Admin fee / account holder | $21 | $3,972-99.5% | $5,351-99.6% | $5,124-99.6% |