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 | $51,802 | $104,974-50.7% | $95,585-45.8% | $142,382-63.6% |
| Participation rate | 38.5% | 75.0%-36.5pp | 72.1%-33.6pp | 80.1%-41.7pp |
| Annual return | 21.63% | 210.33%-188.7pp | 38.56%-16.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $565 | $2,779-79.7% | $2,527-77.6% | $4,299-86.9% |
| Participant deferral / active EE | $970 | $4,352-77.7% | $4,023-75.9% | $6,507-85.1% |
| Admin fee / account holder | $9 | $6,386-99.9% | $6,127-99.8% | $12,624-99.9% |