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 | $37,762 | $86,944-56.6% | $107,525-64.9% | $74,304-49.2% |
| Participation rate | 23.3% | 59.6%-36.2pp | 75.1%-51.8pp | 60.3%-37.0pp |
| Annual return | 14.96% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,481 | $2,757-46.3% | $3,754-60.6% | $2,241-33.9% |
| Participant deferral / active EE | $1,951 | $3,554-45.1% | $5,116-61.9% | $3,767-48.2% |
| Admin fee / account holder | $190 | $3,727-94.9% | $8,919-97.9% | $2,969-93.6% |