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 | $21,586 | $54,762-60.6% | $90,281-76.1% | $72,985-70.4% |
| Participation rate | 24.3% | 65.1%-40.8pp | 73.3%-48.9pp | 69.5%-45.2pp |
| Annual return | 42.99% | 30.63%+12.4pp | 78.10%-35.1pp | 81.00%-38.0pp |
| Employer contribution / active EE | $1,089 | $2,092-48.0% | $2,854-61.8% | $2,440-55.4% |
| Participant deferral / active EE | $2,472 | $2,887-14.4% | $3,885-36.4% | $3,607-31.5% |
| Admin fee / account holder | $226 | $3,972-94.3% | $5,351-95.8% | $5,124-95.6% |