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 7-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 | $44,930 | $102,616-56.2% | $81,983-45.2% | $158,922-71.7% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 6.86% | 61.04%-54.2pp | 41.31%-34.4pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,632 | $3,240-49.6% | $2,498-34.7% | $4,761-65.7% |
| Participant deferral / active EE | $3,621 | $4,648-22.1% | $3,722-2.7% | $5,982-39.5% |
| Admin fee / account holder | $244 | $8,235-97.0% | $5,664-95.7% | $11,246-97.8% |