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 | $23,044 | $124,281-81.5% | $109,143-78.9% | $167,490-86.2% |
| Participation rate | 41.7% | 79.4%-37.8pp | 75.9%-34.2pp | 82.1%-40.4pp |
| Annual return | 42.52% | 26.04%+16.5pp | 25.75%+16.8pp | 478.56%-436.0pp |
| Employer contribution / active EE | $1,676 | $4,207-60.2% | $3,722-55.0% | $4,837-65.3% |
| Participant deferral / active EE | $4,940 | $5,255-6.0% | $4,653+6.2% | $6,341-22.1% |
| Admin fee / account holder | $167 | $7,970-97.9% | $6,752-97.5% | $12,309-98.6% |