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 4-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 | $27,192 | $117,983-77.0% | $101,794-73.3% | $142,382-80.9% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 18.97% | 36.92%-17.9pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $490 | $2,773-82.3% | $2,289-78.6% | $4,299-88.6% |
| Participant deferral / active EE | $2,267 | $4,714-51.9% | $4,084-44.5% | $6,507-65.2% |
| Admin fee / account holder | $93 | $10,433-99.1% | $8,777-98.9% | $12,624-99.3% |