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 | $40,886 | $117,983-65.3% | $101,794-59.8% | $142,382-71.3% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.2%-58.1pp | 80.1%-69.0pp |
| Annual return | 15.99% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $771 | $2,773-72.2% | $2,289-66.3% | $4,299-82.1% |
| Participant deferral / active EE | $1,333 | $4,714-71.7% | $4,084-67.4% | $6,507-79.5% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |