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 | $25,777 | $81,248-68.3% | $155,509-83.4% | $80,856-68.1% |
| Participation rate | 46.9% | 66.2%-19.4pp | 78.2%-31.3pp | 67.6%-20.8pp |
| Annual return | 25.97% | 33.31%-7.3pp | 64.67%-38.7pp | 35.59%-9.6pp |
| Employer contribution / active EE | $1,137 | $3,100-63.3% | $4,672-75.7% | $2,755-58.7% |
| Participant deferral / active EE | $3,197 | $3,452-7.4% | $5,626-43.2% | $4,296-25.6% |
| Admin fee / account holder | $214 | $7,997-97.3% | $15,912-98.7% | $6,918-96.9% |