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 | $53,648 | $86,929-38.3% | $102,423-47.6% | $80,856-33.7% |
| Participation rate | 42.4% | 72.4%-30.0pp | 76.5%-34.1pp | 67.6%-25.2pp |
| Annual return | 25.35% | 18.88%+6.5pp | 29.32%-4.0pp | 35.59%-10.2pp |
| Employer contribution / active EE | $1,841 | $2,369-22.3% | $3,023-39.1% | $2,755-33.2% |
| Participant deferral / active EE | $4,445 | $4,118+7.9% | $5,053-12.0% | $4,296+3.5% |
| Admin fee / account holder | $1 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |