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 8-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 | $76,578 | $87,540-12.5% | $75,781+1.1% | $125,391-38.9% |
| Participation rate | 65.2% | 80.2%-14.9pp | 75.8%-10.6pp | 83.2%-18.0pp |
| Annual return | 3.39% | 13.48%-10.1pp | 9.68%-6.3pp | 282.22%-278.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,342 | $4,229-68.3% | $3,651-63.2% | $5,352-74.9% |
| Admin fee / account holder | $123 | $6,502-98.1% | $5,299-97.7% | $9,540-98.7% |