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 6-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 | $30,605 | $81,460-62.4% | $103,333-70.4% | $80,856-62.1% |
| Participation rate | 43.4% | 66.8%-23.4pp | 74.5%-31.1pp | 67.6%-24.2pp |
| Annual return | 16.04% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,839 | $3,105-40.8% | $3,868-52.5% | $2,755-33.2% |
| Participant deferral / active EE | $3,197 | $3,869-17.4% | $5,057-36.8% | $4,296-25.6% |
| Admin fee / account holder | $278 | $6,566-95.8% | $8,355-96.7% | $6,918-96.0% |