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 | $42,909 | $54,705-21.6% | $71,209-39.7% | $84,808-49.4% |
| Participation rate | 42.9% | 64.1%-21.2pp | 73.8%-30.9pp | 68.3%-25.5pp |
| Annual return | 13.84% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,549 | $2,158-28.2% | $2,721-43.1% | $2,631-41.1% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8 | $4,863-99.8% | $5,349-99.8% | $7,344-99.9% |