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 6-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 | $40,223 | $78,926-49.0% | $136,749-70.6% | $84,808-52.6% |
| Participation rate | 59.6% | 62.2%-2.6pp | 72.1%-12.6pp | 68.3%-8.7pp |
| Annual return | 17.19% | 18.17%-1.0pp | 24.33%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,070 | $2,134-49.9% | $3,400-68.5% | $2,631-59.3% |
| Participant deferral / active EE | $2,100 | $3,168-33.7% | $4,692-55.2% | $4,212-50.1% |
| Admin fee / account holder | $231 | $6,369-96.4% | $11,386-98.0% | $7,344-96.9% |