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 7-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 | $71,867 | $81,248-11.5% | $155,509-53.8% | $80,856-11.1% |
| Participation rate | 45.5% | 66.2%-20.8pp | 78.2%-32.7pp | 67.6%-22.2pp |
| Annual return | 13.61% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $773 | $3,100-75.1% | $4,672-83.5% | $2,755-71.9% |
| Participant deferral / active EE | $2,520 | $3,452-27.0% | $5,626-55.2% | $4,296-41.3% |
| Admin fee / account holder | $56 | $7,997-99.3% | $15,912-99.6% | $6,918-99.2% |