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 | $80,332 | $81,248-1.1% | $155,509-48.3% | $80,856-0.6% |
| Participation rate | 39.1% | 66.2%-27.1pp | 78.2%-39.1pp | 67.6%-28.5pp |
| Annual return | 17.63% | 33.31%-15.7pp | 64.67%-47.0pp | 35.59%-18.0pp |
| Employer contribution / active EE | $907 | $3,100-70.7% | $4,672-80.6% | $2,755-67.1% |
| Participant deferral / active EE | $2,125 | $3,452-38.4% | $5,626-62.2% | $4,296-50.5% |
| Admin fee / account holder | $75 | $7,997-99.1% | $15,912-99.5% | $6,918-98.9% |