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 4-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 | $27,030 | $68,719-60.7% | $91,541-70.5% | $84,808-68.1% |
| Participation rate | 27.9% | 64.5%-36.6pp | 69.8%-41.9pp | 68.3%-40.4pp |
| Annual return | 18.77% | 19.12%-0.4pp | 20.50%-1.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $464 | $1,920-75.9% | $2,505-81.5% | $2,631-82.4% |
| Participant deferral / active EE | $1,264 | $3,136-59.7% | $4,008-68.5% | $4,212-70.0% |
| Admin fee / account holder | $200 | $5,786-96.5% | $6,956-97.1% | $7,344-97.3% |