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 7-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 | $37,128 | $80,968-54.1% | $96,544-61.5% | $75,163-50.6% |
| Participation rate | 46.2% | 71.8%-25.6pp | 76.0%-29.8pp | 67.2%-21.0pp |
| Annual return | 18.60% | 27.06%-8.5pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,796 | $2,282-21.3% | $2,965-39.4% | $2,670-32.7% |
| Participant deferral / active EE | $2,835 | $3,928-27.8% | $4,851-41.6% | $4,125-31.3% |
| Admin fee / account holder | $15 | $6,724-99.8% | $8,252-99.8% | $5,651-99.7% |