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 3-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 | $37,495 | $64,839-42.2% | $95,585-60.8% | $84,808-55.8% |
| Participation rate | 35.5% | 63.8%-28.3pp | 72.1%-36.6pp | 68.3%-32.8pp |
| Annual return | 20.98% | -670.96%+691.9pp | 38.56%-17.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $911 | $1,759-48.2% | $2,527-64.0% | $2,631-65.4% |
| Participant deferral / active EE | $4,573 | $2,965+54.2% | $4,023+13.7% | $4,212+8.6% |
| Admin fee / account holder | $125 | $5,964-97.9% | $6,127-98.0% | $7,344-98.3% |