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 10-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 | $26,748 | $87,540-69.4% | $75,781-64.7% | $125,391-78.7% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | 1.92% | 13.48%-11.6pp | 9.68%-7.8pp | 282.22%-280.3pp |
| Employer contribution / active EE | $1,941 | $3,930-50.6% | $3,323-41.6% | $4,866-60.1% |
| Participant deferral / active EE | $3,548 | $4,229-16.1% | $3,651-2.8% | $5,352-33.7% |
| Admin fee / account holder | $144 | $6,502-97.8% | $5,299-97.3% | $9,540-98.5% |