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 | $19,471 | $81,248-76.0% | $155,509-87.5% | $80,856-75.9% |
| Participation rate | 32.4% | 66.2%-33.8pp | 78.2%-45.8pp | 67.6%-35.2pp |
| Annual return | 17.02% | 33.31%-16.3pp | 64.67%-47.6pp | 35.59%-18.6pp |
| Employer contribution / active EE | $557 | $3,100-82.0% | $4,672-88.1% | $2,755-79.8% |
| Participant deferral / active EE | $1,064 | $3,452-69.2% | $5,626-81.1% | $4,296-75.2% |
| Admin fee / account holder | $173 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |