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 | $46,114 | $95,266-51.6% | $82,389-44.0% | $142,382-67.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 11.23% | 25.74%-14.5pp | 28.67%-17.4pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,683 | $2,991-43.7% | $2,517-33.1% | $4,299-60.9% |
| Participant deferral / active EE | $4,455 | $4,809-7.4% | $4,155+7.2% | $6,507-31.5% |
| Admin fee / account holder | $245 | $8,563-97.1% | $7,231-96.6% | $12,624-98.1% |