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 | $28,085 | $81,248-65.4% | $155,509-81.9% | $80,856-65.3% |
| Participation rate | 37.7% | 66.2%-28.5pp | 78.2%-40.4pp | 67.6%-29.9pp |
| Annual return | 28.44% | 33.31%-4.9pp | 64.67%-36.2pp | 35.59%-7.2pp |
| Employer contribution / active EE | $1,056 | $3,100-65.9% | $4,672-77.4% | $2,755-61.7% |
| Participant deferral / active EE | $2,089 | $3,452-39.5% | $5,626-62.9% | $4,296-51.4% |
| Admin fee / account holder | $42 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |