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 9-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 | $65,082 | $91,190-28.6% | $178,490-63.5% | $79,858-18.5% |
| Participation rate | 35.6% | 69.2%-33.6pp | 81.9%-46.3pp | 69.6%-34.0pp |
| Annual return | 23.18% | 24.19%-1.0pp | 151.07%-127.9pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,605 | $3,256-50.7% | $5,011-68.0% | $2,471-35.1% |
| Participant deferral / active EE | $3,233 | $3,236-0.1% | $5,202-37.8% | $3,740-13.6% |
| Admin fee / account holder | $122 | $6,751-98.2% | $13,984-99.1% | $5,306-97.7% |