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 | $41,356 | $179,726-77.0% | $156,263-73.5% | $142,382-71.0% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.9%-41.4pp | 80.1%-42.6pp |
| Annual return | 19.49% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,027 | $5,069-60.0% | $4,333-53.2% | $4,299-52.8% |
| Participant deferral / active EE | $2,417 | $6,956-65.3% | $6,158-60.7% | $6,507-62.9% |
| Admin fee / account holder | $148 | $17,272-99.1% | $14,255-99.0% | $12,624-98.8% |