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 | $37,382 | $72,277-48.3% | $101,248-63.1% | $79,858-53.2% |
| Participation rate | 29.6% | 68.5%-38.8pp | 75.8%-46.2pp | 69.6%-40.0pp |
| Annual return | 24.48% | 22.30%+2.2pp | 46.47%-22.0pp | 31.71%-7.2pp |
| Employer contribution / active EE | $963 | $2,692-64.2% | $3,660-73.7% | $2,471-61.0% |
| Participant deferral / active EE | $1,605 | $3,282-51.1% | $4,370-63.3% | $3,740-57.1% |
| Admin fee / account holder | $288 | $4,400-93.5% | $5,945-95.2% | $5,306-94.6% |