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 6-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 | $43,786 | $95,803-54.3% | $113,168-61.3% | $84,808-48.4% |
| Participation rate | 32.3% | 72.9%-40.6pp | 76.6%-44.3pp | 68.3%-36.1pp |
| Annual return | 17.88% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,443 | $2,360-38.9% | $2,975-51.5% | $2,631-45.2% |
| Participant deferral / active EE | $2,294 | $4,242-45.9% | $5,107-55.1% | $4,212-45.5% |
| Admin fee / account holder | $218 | $8,989-97.6% | $12,068-98.2% | $7,344-97.0% |