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 | $70,829 | $74,927-5.5% | $101,794-30.4% | $84,808-16.5% |
| Participation rate | 44.0% | 61.4%-17.4pp | 69.2%-25.2pp | 68.3%-24.3pp |
| Annual return | 20.64% | 18.70%+1.9pp | 30.53%-9.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,190 | $1,522+43.9% | $2,289-4.3% | $2,631-16.8% |
| Participant deferral / active EE | $6,384 | $3,099+106.0% | $4,084+56.3% | $4,212+51.6% |
| Admin fee / account holder | $46 | $6,514-99.3% | $8,777-99.5% | $7,344-99.4% |