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 6-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 | $23,666 | $78,672-69.9% | $109,143-78.3% | $85,850-72.4% |
| Participation rate | 46.2% | 68.3%-22.1pp | 75.9%-29.7pp | 69.3%-23.2pp |
| Annual return | 28.79% | 25.09%+3.7pp | 25.75%+3.0pp | 318.53%-289.7pp |
| Employer contribution / active EE | $1,668 | $2,735-39.0% | $3,722-55.2% | $2,565-35.0% |
| Participant deferral / active EE | $5,478 | $3,467+58.0% | $4,653+17.7% | $3,952+38.6% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |