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 3-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 | $23,469 | $25,014-6.2% | $69,647-66.3% | $80,856-71.0% |
| Participation rate | 22.7% | 64.2%-41.5pp | 66.5%-43.7pp | 67.6%-44.9pp |
| Annual return | 14.18% | 19.07%-4.9pp | 100.48%-86.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $461 | $993-53.6% | $1,712-73.1% | $2,755-83.3% |
| Participant deferral / active EE | $1,748 | $1,839-4.9% | $2,886-39.4% | $4,296-59.3% |
| Admin fee / account holder | $272 | $2,488-89.1% | $4,713-94.2% | $6,918-96.1% |