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 5-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 | $30,504 | $81,460-62.6% | $103,333-70.5% | $80,856-62.3% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.7pp | 67.6%-24.8pp |
| Annual return | 17.97% | 25.55%-7.6pp | 24.88%-6.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,688 | $3,105-45.6% | $3,868-56.4% | $2,755-38.7% |
| Participant deferral / active EE | $3,188 | $3,869-17.6% | $5,057-37.0% | $4,296-25.8% |
| Admin fee / account holder | $109 | $6,566-98.3% | $8,355-98.7% | $6,918-98.4% |