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 3-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 | $23,735 | $95,266-75.1% | $82,389-71.2% | $142,382-83.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 25.03% | 25.74%-0.7pp | 28.67%-3.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $992 | $2,991-66.8% | $2,517-60.6% | $4,299-76.9% |
| Participant deferral / active EE | $3,635 | $4,809-24.4% | $4,155-12.5% | $6,507-44.1% |
| Admin fee / account holder | $277 | $8,563-96.8% | $7,231-96.2% | $12,624-97.8% |