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 9-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 | $50,884 | $140,940-63.9% | $112,229-54.7% | $139,434-63.5% |
| Participation rate | 47.4% | 79.2%-31.8pp | 72.4%-25.1pp | 80.3%-33.0pp |
| Annual return | 12.79% | 32.71%-19.9pp | 30.20%-17.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,553 | $4,283-40.4% | $3,430-25.6% | $4,751-46.3% |
| Participant deferral / active EE | $3,407 | $5,874-42.0% | $4,798-29.0% | $6,710-49.2% |
| Admin fee / account holder | $165 | $9,954-98.3% | $7,748-97.9% | $11,403-98.5% |