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 5-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 | $21,409 | $81,460-73.7% | $103,333-79.3% | $80,856-73.5% |
| Participation rate | 43.1% | 66.8%-23.7pp | 74.5%-31.4pp | 67.6%-24.5pp |
| Annual return | 13.45% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,063 | $3,105-65.8% | $3,868-72.5% | $2,755-61.4% |
| Participant deferral / active EE | $1,728 | $3,869-55.3% | $5,057-65.8% | $4,296-59.8% |
| Admin fee / account holder | $242 | $6,566-96.3% | $8,355-97.1% | $6,918-96.5% |