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 | $16,049 | $54,762-70.7% | $90,281-82.2% | $72,985-78.0% |
| Participation rate | 64.3% | 65.1%-0.9pp | 73.3%-9.0pp | 69.5%-5.2pp |
| Annual return | 33.21% | 30.63%+2.6pp | 78.10%-44.9pp | 81.00%-47.8pp |
| Employer contribution / active EE | $1,295 | $2,092-38.1% | $2,854-54.6% | $2,440-46.9% |
| Participant deferral / active EE | $2,686 | $2,887-7.0% | $3,885-30.9% | $3,607-25.5% |
| Admin fee / account holder | $146 | $3,972-96.3% | $5,351-97.3% | $5,124-97.2% |