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 | $48,433 | $89,753-46.0% | $107,525-55.0% | $84,808-42.9% |
| Participation rate | 45.6% | 68.1%-22.5pp | 75.1%-29.5pp | 68.3%-22.7pp |
| Annual return | 24.33% | 29.48%-5.1pp | 181.32%-157.0pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,661 | $3,113-46.6% | $3,754-55.7% | $2,631-36.9% |
| Participant deferral / active EE | $2,150 | $4,056-47.0% | $5,116-58.0% | $4,212-49.0% |
| Admin fee / account holder | $280 | $7,222-96.1% | $8,919-96.9% | $7,344-96.2% |