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 | $26,491 | $49,227-46.2% | $70,449-62.4% | $79,858-66.8% |
| Participation rate | 21.9% | 69.2%-47.3pp | 75.1%-53.2pp | 69.6%-47.8pp |
| Annual return | 32.10% | 30.06%+2.0pp | 109.03%-76.9pp | 31.71%+0.4pp |
| Employer contribution / active EE | $428 | $2,099-79.6% | $2,737-84.4% | $2,471-82.7% |
| Participant deferral / active EE | $1,279 | $2,768-53.8% | $3,709-65.5% | $3,740-65.8% |
| Admin fee / account holder | $150 | $2,878-94.8% | $3,845-96.1% | $5,306-97.2% |