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 | $78,969 | $100,773-21.6% | $88,946-11.2% | $142,382-44.5% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 18.65% | 70.18%-51.5pp | 57.82%-39.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $305 | $2,918-89.5% | $2,555-88.1% | $4,299-92.9% |
| Participant deferral / active EE | $2,199 | $5,230-58.0% | $4,581-52.0% | $6,507-66.2% |
| Admin fee / account holder | $84 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |