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 7-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 | $20,728 | $81,248-74.5% | $155,509-86.7% | $80,856-74.4% |
| Participation rate | 47.2% | 66.2%-19.0pp | 78.2%-31.0pp | 67.6%-20.4pp |
| Annual return | 14.73% | 33.31%-18.6pp | 64.67%-49.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $611 | $3,100-80.3% | $4,672-86.9% | $2,755-77.8% |
| Participant deferral / active EE | $2,404 | $3,452-30.3% | $5,626-57.3% | $4,296-44.0% |
| Admin fee / account holder | $153 | $7,997-98.1% | $15,912-99.0% | $6,918-97.8% |