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 8-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 | $16,446 | $37,426-56.1% | $77,482-78.8% | $79,858-79.4% |
| Participation rate | 67.9% | 41.5%+26.3pp | 54.2%+13.7pp | 69.6%-1.8pp |
| Annual return | 26.30% | 39.70%-13.4pp | 54.79%-28.5pp | 31.71%-5.4pp |
| Employer contribution / active EE | $1,418 | $637+122.7% | $986+43.7% | $2,471-42.6% |
| Participant deferral / active EE | $1,877 | $1,260+49.0% | $1,861+0.9% | $3,740-49.8% |
| Admin fee / account holder | $77 | $2,504-96.9% | $2,858-97.3% | $5,306-98.6% |