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 | $16,809 | $64,480-73.9% | $81,382-79.3% | $80,856-79.2% |
| Participation rate | 54.1% | 63.9%-9.8pp | 69.5%-15.4pp | 67.6%-13.6pp |
| Annual return | 13.55% | 16.34%-2.8pp | 24.73%-11.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,286 | $1,978-35.0% | $2,463-47.8% | $2,755-53.3% |
| Participant deferral / active EE | $2,228 | $3,094-28.0% | $3,883-42.6% | $4,296-48.1% |
| Admin fee / account holder | $189 | $5,671-96.7% | $5,768-96.7% | $6,918-97.3% |