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 | $60,349 | $118,427-49.0% | $66,042-8.6% | $142,382-57.6% |
| Participation rate | 28.6% | 68.1%-39.6pp | 67.5%-38.9pp | 80.1%-51.5pp |
| Annual return | 18.44% | 35.57%-17.1pp | 52.11%-33.7pp | 217.08%-198.6pp |
| Employer contribution / active EE | $612 | $2,570-76.2% | $1,579-61.2% | $4,299-85.8% |
| Participant deferral / active EE | $1,544 | $4,311-64.2% | $2,835-45.6% | $6,507-76.3% |
| Admin fee / account holder | $174 | $9,593-98.2% | $5,747-97.0% | $12,624-98.6% |