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 7-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 | $47,809 | $112,881-57.6% | $90,951-47.4% | $158,922-69.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 17.07% | 215.79%-198.7pp | 134.60%-117.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,066 | $2,893-63.1% | $2,122-49.7% | $4,761-77.6% |
| Participant deferral / active EE | $1,265 | $4,128-69.3% | $3,373-62.5% | $5,982-78.8% |
| Admin fee / account holder | $91 | $8,041-98.9% | $5,959-98.5% | $11,246-99.2% |