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 10-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 | $25,221 | $58,879-57.2% | $178,490-85.9% | $73,488-65.7% |
| Participation rate | 61.0% | 66.2%-5.2pp | 81.9%-20.9pp | 70.7%-9.7pp |
| Annual return | 26.46% | 24.86%+1.6pp | 151.07%-124.6pp | 28.51%-2.0pp |
| Employer contribution / active EE | $1,322 | $2,236-40.9% | $5,011-73.6% | $2,270-41.8% |
| Participant deferral / active EE | $2,152 | $2,567-16.2% | $5,202-58.6% | $3,740-42.5% |
| Admin fee / account holder | $192 | $400-52.1% | $13,984-98.6% | $513-62.7% |