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 8-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 | $65,602 | $98,750-33.6% | $149,696-56.2% | $79,858-17.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 17.23% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,057 | $3,216-67.1% | $4,644-77.2% | $2,471-57.2% |
| Participant deferral / active EE | $2,591 | $5,680-54.4% | $6,842-62.1% | $3,740-30.7% |
| Admin fee / account holder | $281 | $6,053-95.4% | $9,309-97.0% | $5,306-94.7% |