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 7-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 | $49,402 | $106,515-53.6% | $96,683-48.9% | $139,434-64.6% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.2pp |
| Annual return | 26.29% | 38.43%-12.1pp | 35.69%-9.4pp | 372.94%-346.7pp |
| Employer contribution / active EE | $854 | $4,103-79.2% | $3,737-77.2% | $4,751-82.0% |
| Participant deferral / active EE | $4,095 | $5,454-24.9% | $4,878-16.1% | $6,710-39.0% |
| Admin fee / account holder | $233 | $7,877-97.0% | $6,730-96.5% | $11,403-98.0% |