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 | $27,190 | $53,822-49.5% | $75,696-64.1% | $85,850-68.3% |
| Participation rate | 64.3% | 69.1%-4.8pp | 74.8%-10.6pp | 69.3%-5.0pp |
| Annual return | 36.41% | 24.54%+11.9pp | 104.53%-68.1pp | 318.53%-282.1pp |
| Employer contribution / active EE | $1,861 | $2,017-7.7% | $2,743-32.1% | $2,565-27.4% |
| Participant deferral / active EE | $2,280 | $2,895-21.3% | $3,821-40.3% | $3,952-42.3% |
| Admin fee / account holder | $93 | $3,343-97.2% | $3,619-97.4% | $6,260-98.5% |