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 7-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 | $42,700 | $80,717-47.1% | $154,803-72.4% | $84,808-49.7% |
| Participation rate | 24.0% | 66.8%-42.8pp | 78.1%-54.1pp | 68.3%-44.3pp |
| Annual return | 18.09% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $578 | $2,761-79.1% | $4,305-86.6% | $2,631-78.0% |
| Participant deferral / active EE | $1,513 | $3,303-54.2% | $5,540-72.7% | $4,212-64.1% |
| Admin fee / account holder | $122 | $6,746-98.2% | $14,329-99.1% | $7,344-98.3% |