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 8-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 | $22,086 | $60,892-63.7% | $82,389-73.2% | $84,808-74.0% |
| Participation rate | 65.2% | 63.3%+1.9pp | 69.5%-4.3pp | 68.3%-3.1pp |
| Annual return | 13.72% | 37.29%-23.6pp | 28.67%-14.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,034 | $1,779-41.9% | $2,517-58.9% | $2,631-60.7% |
| Participant deferral / active EE | $1,754 | $3,179-44.8% | $4,155-57.8% | $4,212-58.3% |
| Admin fee / account holder | $299 | $5,467-94.5% | $7,231-95.9% | $7,344-95.9% |