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 6-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 | $52,692 | $81,248-35.1% | $155,509-66.1% | $80,856-34.8% |
| Participation rate | 26.5% | 66.2%-39.8pp | 78.2%-51.7pp | 67.6%-41.2pp |
| Annual return | 15.04% | 33.31%-18.3pp | 64.67%-49.6pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,145 | $3,100-63.1% | $4,672-75.5% | $2,755-58.4% |
| Participant deferral / active EE | $2,916 | $3,452-15.5% | $5,626-48.2% | $4,296-32.1% |
| Admin fee / account holder | $188 | $7,997-97.6% | $15,912-98.8% | $6,918-97.3% |