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 | $40,469 | $81,248-50.2% | $155,509-74.0% | $80,856-49.9% |
| Participation rate | 64.2% | 66.2%-2.1pp | 78.2%-14.0pp | 67.6%-3.5pp |
| Annual return | 14.60% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,955 | $3,100-37.0% | $4,672-58.2% | $2,755-29.0% |
| Participant deferral / active EE | $2,879 | $3,452-16.6% | $5,626-48.8% | $4,296-33.0% |
| Admin fee / account holder | $191 | $7,997-97.6% | $15,912-98.8% | $6,918-97.2% |