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 | $26,086 | $91,190-71.4% | $178,490-85.4% | $79,858-67.3% |
| Participation rate | 67.4% | 69.2%-1.8pp | 81.9%-14.6pp | 69.6%-2.3pp |
| Annual return | 30.80% | 24.19%+6.6pp | 151.07%-120.3pp | 31.71%-0.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,049 | $3,236-5.8% | $5,202-41.4% | $3,740-18.5% |
| Admin fee / account holder | $147 | $6,751-97.8% | $13,984-99.0% | $5,306-97.2% |