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 6-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 | $35,145 | $127,065-72.3% | $113,168-68.9% | $142,382-75.3% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 24.71% | 24.03%+0.7pp | 24.27%+0.4pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,877 | $3,442-45.5% | $2,975-36.9% | $4,299-56.4% |
| Participant deferral / active EE | $2,827 | $5,716-50.5% | $5,107-44.6% | $6,507-56.6% |
| Admin fee / account holder | $88 | $15,736-99.4% | $12,068-99.3% | $12,624-99.3% |