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 | $21,696 | $68,547-68.3% | $120,354-82.0% | $80,856-73.2% |
| Participation rate | 33.3% | 61.6%-28.3pp | 71.9%-38.6pp | 67.6%-34.3pp |
| Annual return | 12.68% | 23.60%-10.9pp | 107.15%-94.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,078 | $3,173-34.5% | $4,991-58.4% | $4,296-51.6% |
| Admin fee / account holder | $273 | $5,732-95.2% | $9,423-97.1% | $6,918-96.1% |