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 | $23,405 | $78,672-70.2% | $109,143-78.6% | $85,850-72.7% |
| Participation rate | 58.5% | 68.3%-9.7pp | 75.9%-17.3pp | 69.3%-10.8pp |
| Annual return | 38.97% | 25.09%+13.9pp | 25.75%+13.2pp | 318.53%-279.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,143 | $3,467-9.3% | $4,653-32.5% | $3,952-20.5% |
| Admin fee / account holder | $191 | $5,469-96.5% | $6,752-97.2% | $6,260-96.9% |