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 9-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 | $43,038 | $93,346-53.9% | $71,796-40.1% | $273,961-84.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 12.22% | 130.39%-118.2pp | 78.04%-65.8pp | 41.45%-29.2pp |
| Employer contribution / active EE | $386 | $2,733-85.9% | $1,924-79.9% | $4,869-92.1% |
| Participant deferral / active EE | $914 | $3,475-73.7% | $2,794-67.3% | $5,287-82.7% |
| Admin fee / account holder | $182 | $6,571-97.2% | $4,815-96.2% | $10,132-98.2% |