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 | $90,015 | $117,983-23.7% | $101,794-11.6% | $142,382-36.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 16.50% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,108 | $2,773-60.1% | $2,289-51.6% | $4,299-74.2% |
| Participant deferral / active EE | $2,787 | $4,714-40.9% | $4,084-31.8% | $6,507-57.2% |
| Admin fee / account holder | $238 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |