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 3-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 | $64,571 | $106,515-39.4% | $96,683-33.2% | $139,434-53.7% |
| Participation rate | 11.8% | 77.8%-66.1pp | 74.3%-62.6pp | 80.3%-68.6pp |
| Annual return | 17.51% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,385 | $4,103-66.2% | $3,737-62.9% | $4,751-70.8% |
| Participant deferral / active EE | $3,529 | $5,454-35.3% | $4,878-27.6% | $6,710-47.4% |
| Admin fee / account holder | $49 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |