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 | $33,574 | $124,281-73.0% | $109,143-69.2% | $167,490-80.0% |
| Participation rate | 40.9% | 79.4%-38.5pp | 75.9%-35.0pp | 82.1%-41.2pp |
| Annual return | 17.22% | 26.04%-8.8pp | 25.75%-8.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,373 | $4,207-67.4% | $3,722-63.1% | $4,837-71.6% |
| Participant deferral / active EE | $2,718 | $5,255-48.3% | $4,653-41.6% | $6,341-57.1% |
| Admin fee / account holder | $31 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |