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 4-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 | $27,263 | $73,933-63.1% | $96,683-71.8% | $75,163-63.7% |
| Participation rate | 30.8% | 66.4%-35.7pp | 74.3%-43.6pp | 67.2%-36.4pp |
| Annual return | 22.39% | 26.70%-4.3pp | 35.69%-13.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,315 | $2,928-55.1% | $3,737-64.8% | $2,670-50.8% |
| Participant deferral / active EE | $1,673 | $3,659-54.3% | $4,878-65.7% | $4,125-59.5% |
| Admin fee / account holder | $18 | $5,216-99.7% | $6,730-99.7% | $5,651-99.7% |