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 | $21,116 | $58,512-63.9% | $84,015-74.9% | $72,985-71.1% |
| Participation rate | 40.6% | 61.2%-20.6pp | 69.0%-28.4pp | 69.5%-28.9pp |
| Annual return | 31.21% | 28.93%+2.3pp | 71.31%-40.1pp | 81.00%-49.8pp |
| Employer contribution / active EE | $1,178 | $1,163+1.3% | $1,983-40.6% | $2,440-51.7% |
| Participant deferral / active EE | $1,885 | $2,394-21.3% | $3,239-41.8% | $3,607-47.8% |
| Admin fee / account holder | $170 | $4,569-96.3% | $6,101-97.2% | $5,124-96.7% |