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 | $33,984 | $48,795-30.4% | $65,493-48.1% | $84,808-59.9% |
| Participation rate | 66.0% | 67.0%-1.0pp | 73.1%-7.1pp | 68.3%-2.4pp |
| Annual return | 22.57% | 20.20%+2.4pp | 982.45%-959.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,418 | $1,930-26.5% | $2,574-44.9% | $2,631-46.1% |
| Participant deferral / active EE | $2,336 | $2,928-20.2% | $3,961-41.0% | $4,212-44.5% |
| Admin fee / account holder | $155 | $3,877-96.0% | $5,028-96.9% | $7,344-97.9% |