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 | $42,230 | $80,717-47.7% | $154,803-72.7% | $84,808-50.2% |
| Participation rate | 27.0% | 66.8%-39.8pp | 78.1%-51.0pp | 68.3%-41.3pp |
| Annual return | 19.35% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $342 | $2,761-87.6% | $4,305-92.1% | $2,631-87.0% |
| Participant deferral / active EE | $1,011 | $3,303-69.4% | $5,540-81.8% | $4,212-76.0% |
| Admin fee / account holder | $67 | $6,746-99.0% | $14,329-99.5% | $7,344-99.1% |