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 | $37,709 | $74,927-49.7% | $101,794-63.0% | $84,808-55.5% |
| Participation rate | 56.8% | 61.4%-4.6pp | 69.2%-12.4pp | 68.3%-11.6pp |
| Annual return | 21.31% | 18.70%+2.6pp | 30.53%-9.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,190 | $1,522+43.9% | $2,289-4.3% | $2,631-16.7% |
| Participant deferral / active EE | $4,848 | $3,099+56.4% | $4,084+18.7% | $4,212+15.1% |
| Admin fee / account holder | $173 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |