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 | $25,032 | $74,927-66.6% | $101,794-75.4% | $84,808-70.5% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.2%-4.9pp | 68.3%-4.0pp |
| Annual return | 18.97% | 18.70%+0.3pp | 30.53%-11.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $730 | $1,522-52.0% | $2,289-68.1% | $2,631-72.2% |
| Participant deferral / active EE | $1,469 | $3,099-52.6% | $4,084-64.0% | $4,212-65.1% |
| Admin fee / account holder | $106 | $6,514-98.4% | $8,777-98.8% | $7,344-98.6% |