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 | $34,357 | $80,717-57.4% | $154,803-77.8% | $84,808-59.5% |
| Participation rate | 56.0% | 66.8%-10.8pp | 78.1%-22.1pp | 68.3%-12.3pp |
| Annual return | 21.88% | 37.96%-16.1pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $772 | $2,761-72.0% | $4,305-82.1% | $2,631-70.7% |
| Participant deferral / active EE | $2,317 | $3,303-29.8% | $5,540-58.2% | $4,212-45.0% |
| Admin fee / account holder | $19 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |