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 | $34,626 | $68,719-49.6% | $91,541-62.2% | $84,808-59.2% |
| Participation rate | 44.7% | 64.5%-19.8pp | 69.8%-25.0pp | 68.3%-23.6pp |
| Annual return | 16.34% | 19.12%-2.8pp | 20.50%-4.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $488 | $1,920-74.6% | $2,505-80.5% | $2,631-81.5% |
| Participant deferral / active EE | $2,156 | $3,136-31.2% | $4,008-46.2% | $4,212-48.8% |
| Admin fee / account holder | $113 | $5,786-98.0% | $6,956-98.4% | $7,344-98.5% |