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 3-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 | $38,646 | $89,753-56.9% | $107,525-64.1% | $84,808-54.4% |
| Participation rate | 48.7% | 68.1%-19.3pp | 75.1%-26.4pp | 68.3%-19.6pp |
| Annual return | 20.86% | 29.48%-8.6pp | 181.32%-160.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,369 | $3,113-56.0% | $3,754-63.5% | $2,631-48.0% |
| Participant deferral / active EE | $2,035 | $4,056-49.8% | $5,116-60.2% | $4,212-51.7% |
| Admin fee / account holder | $55 | $7,222-99.2% | $8,919-99.4% | $7,344-99.3% |