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 | $30,857 | $116,175-73.4% | $93,606-67.0% | $152,861-79.8% |
| Participation rate | 63.2% | 78.0%-14.9pp | 75.8%-12.7pp | 82.4%-19.3pp |
| Annual return | 23.59% | 35.96%-12.4pp | 32.76%-9.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $635 | $3,218-80.3% | $2,718-76.6% | $4,762-86.7% |
| Participant deferral / active EE | $2,531 | $4,603-45.0% | $4,069-37.8% | $5,850-56.7% |
| Admin fee / account holder | $179 | $10,748-98.3% | $7,888-97.7% | $11,596-98.5% |