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 10-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 | $62,362 | $80,717-22.7% | $154,803-59.7% | $84,808-26.5% |
| Participation rate | 42.1% | 66.8%-24.7pp | 78.1%-36.0pp | 68.3%-26.2pp |
| Annual return | 15.20% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,443 | $2,761-47.7% | $4,305-66.5% | $2,631-45.2% |
| Participant deferral / active EE | $2,264 | $3,303-31.5% | $5,540-59.1% | $4,212-46.2% |
| Admin fee / account holder | $252 | $6,746-96.3% | $14,329-98.2% | $7,344-96.6% |