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 | $39,336 | $56,114-29.9% | $96,139-59.1% | $85,850-54.2% |
| Participation rate | 15.4% | 56.7%-41.3pp | 68.4%-53.1pp | 69.3%-53.9pp |
| Annual return | 14.60% | 42.30%-27.7pp | 191.94%-177.3pp | 318.53%-303.9pp |
| Employer contribution / active EE | $620 | $1,620-61.7% | $2,797-77.8% | $2,565-75.8% |
| Participant deferral / active EE | $1,502 | $2,859-47.5% | $4,349-65.5% | $3,952-62.0% |
| Admin fee / account holder | $295 | $3,768-92.2% | $5,537-94.7% | $6,260-95.3% |