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 5-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 | $31,836 | $57,016-44.2% | $84,966-62.5% | $80,856-60.6% |
| Participation rate | 60.7% | 56.3%+4.4pp | 67.5%-6.8pp | 67.6%-6.9pp |
| Annual return | 14.01% | 21.66%-7.6pp | 66.38%-52.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,061 | $1,798+14.6% | $2,727-24.4% | $2,755-25.2% |
| Participant deferral / active EE | $4,034 | $3,110+29.7% | $4,519-10.7% | $4,296-6.1% |
| Admin fee / account holder | $187 | $4,980-96.2% | $6,149-97.0% | $6,918-97.3% |