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 6-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 | $27,152 | $45,863-40.8% | $77,024-64.7% | $68,494-60.4% |
| Participation rate | 24.1% | 55.9%-31.8pp | 67.9%-43.8pp | 67.9%-43.8pp |
| Annual return | 109.23% | 1.72%+107.5pp | 42.32%+66.9pp | -7.84%+117.1pp |
| Employer contribution / active EE | $627 | $1,650-62.0% | $2,812-77.7% | $2,596-75.9% |
| Participant deferral / active EE | $1,348 | $2,962-54.5% | $4,426-69.6% | $4,027-66.5% |
| Admin fee / account holder | $22 | $3,041-99.3% | $5,425-99.6% | $5,403-99.6% |