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 9-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 | $58,516 | $79,557-26.4% | $118,746-50.7% | $70,131-16.6% |
| Participation rate | 42.6% | 71.4%-28.8pp | 78.3%-35.7pp | 69.5%-27.0pp |
| Annual return | 14.84% | 25.64%-10.8pp | 24.54%-9.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,240 | $2,861-56.7% | $4,193-70.4% | $2,342-47.1% |
| Participant deferral / active EE | $1,815 | $4,089-55.6% | $5,332-66.0% | $3,332-45.5% |
| Admin fee / account holder | $154 | $5,374-97.1% | $10,720-98.6% | $4,645-96.7% |