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 | $57,428 | $60,022-4.3% | $88,946-35.4% | $84,808-32.3% |
| Participation rate | 20.8% | 57.8%-37.1pp | 68.8%-48.1pp | 68.3%-47.6pp |
| Annual return | 18.08% | 22.43%-4.4pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $638 | $1,703-62.5% | $2,555-75.0% | $2,631-75.7% |
| Participant deferral / active EE | $1,265 | $3,114-59.4% | $4,581-72.4% | $4,212-70.0% |
| Admin fee / account holder | $0 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |