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 4-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 | $12,814 | $81,248-84.2% | $155,509-91.8% | $80,856-84.2% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.0pp | 67.6%-21.5pp |
| Annual return | 14.31% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,090 | $3,100-64.8% | $4,672-76.7% | $2,755-60.4% |
| Participant deferral / active EE | $2,510 | $3,452-27.3% | $5,626-55.4% | $4,296-41.6% |
| Admin fee / account holder | $71 | $7,997-99.1% | $15,912-99.6% | $6,918-99.0% |