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 | $30,441 | $58,879-48.3% | $178,490-82.9% | $73,488-58.6% |
| Participation rate | 57.8% | 66.2%-8.4pp | 81.9%-24.1pp | 70.7%-12.8pp |
| Annual return | 19.63% | 24.86%-5.2pp | 151.07%-131.4pp | 28.51%-8.9pp |
| Employer contribution / active EE | $1,440 | $2,236-35.6% | $5,011-71.3% | $2,270-36.6% |
| Participant deferral / active EE | $3,100 | $2,567+20.7% | $5,202-40.4% | $3,740-17.1% |
| Admin fee / account holder | $113 | $400-71.8% | $13,984-99.2% | $513-78.0% |