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 5-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 | $20,039 | $25,014-19.9% | $69,647-71.2% | $80,856-75.2% |
| Participation rate | 58.5% | 64.2%-5.8pp | 66.5%-8.0pp | 67.6%-9.1pp |
| Annual return | 14.01% | 19.07%-5.1pp | 100.48%-86.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,652 | $993+66.4% | $1,712-3.5% | $2,755-40.0% |
| Participant deferral / active EE | $2,668 | $1,839+45.1% | $2,886-7.6% | $4,296-37.9% |
| Admin fee / account holder | $4 | $2,488-99.8% | $4,713-99.9% | $6,918-99.9% |