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 | $23,853 | $80,717-70.4% | $154,803-84.6% | $84,808-71.9% |
| Participation rate | 57.1% | 66.8%-9.7pp | 78.1%-20.9pp | 68.3%-11.2pp |
| Annual return | 22.53% | 37.96%-15.4pp | 58.88%-36.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $728 | $2,761-73.6% | $4,305-83.1% | $2,631-72.3% |
| Participant deferral / active EE | $2,817 | $3,303-14.7% | $5,540-49.1% | $4,212-33.1% |
| Admin fee / account holder | $196 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |