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 6-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 | $52,648 | $77,899-32.4% | $149,673-64.8% | $75,163-30.0% |
| Participation rate | 9.7% | 65.6%-55.9pp | 78.8%-69.1pp | 67.2%-57.5pp |
| Annual return | 20.62% | 31.72%-11.1pp | 134.42%-113.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $489 | $3,137-84.4% | $4,818-89.9% | $2,670-81.7% |
| Participant deferral / active EE | $1,185 | $3,411-65.3% | $5,680-79.1% | $4,125-71.3% |
| Admin fee / account holder | $82 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |