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 | $20,355 | $72,012-71.7% | $185,823-89.0% | $79,858-74.5% |
| Participation rate | 35.7% | 65.8%-30.0pp | 78.0%-42.3pp | 69.6%-33.9pp |
| Annual return | 29.29% | 23.12%+6.2pp | 35.95%-6.7pp | 31.71%-2.4pp |
| Employer contribution / active EE | $1,189 | $1,965-39.5% | $4,087-70.9% | $2,471-51.9% |
| Participant deferral / active EE | $2,193 | $3,779-42.0% | $5,632-61.1% | $3,740-41.4% |
| Admin fee / account holder | $249 | $4,513-94.5% | $9,500-97.4% | $5,306-95.3% |