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 | $34,533 | $57,354-39.8% | $83,848-58.8% | $64,186-46.2% |
| Participation rate | 58.5% | 68.6%-10.1pp | 76.1%-17.7pp | 69.6%-11.1pp |
| Annual return | 9.70% | 11.38%-1.7pp | 850.88%-841.2pp | 7.63%+2.1pp |
| Employer contribution / active EE | $3,097 | $2,545+21.7% | $3,631-14.7% | $2,381+30.1% |
| Participant deferral / active EE | $6,180 | $2,993+106.5% | $4,082+51.4% | $3,470+78.1% |
| Admin fee / account holder | $187 | $4,046-95.4% | $5,478-96.6% | $4,888-96.2% |