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 | $41,617 | $123,793-66.4% | $177,821-76.6% | $79,858-47.9% |
| Participation rate | 48.6% | 84.7%-36.0pp | 87.7%-39.1pp | 69.6%-21.0pp |
| Annual return | 29.62% | 22.82%+6.8pp | 48.32%-18.7pp | 31.71%-2.1pp |
| Employer contribution / active EE | $4,307 | $4,095+5.2% | $5,918-27.2% | $2,471+74.3% |
| Participant deferral / active EE | $7,407 | $5,956+24.4% | $7,714-4.0% | $3,740+98.1% |
| Admin fee / account holder | $285 | $7,243-96.1% | $12,427-97.7% | $5,306-94.6% |