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 4-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 | $30,003 | $57,016-47.4% | $84,966-64.7% | $80,856-62.9% |
| Participation rate | 15.2% | 56.3%-41.2pp | 67.5%-52.3pp | 67.6%-52.5pp |
| Annual return | 15.40% | 21.66%-6.3pp | 66.38%-51.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $467 | $1,798-74.0% | $2,727-82.9% | $2,755-83.0% |
| Participant deferral / active EE | $1,310 | $3,110-57.9% | $4,519-71.0% | $4,296-69.5% |
| Admin fee / account holder | $123 | $4,980-97.5% | $6,149-98.0% | $6,918-98.2% |