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 | $21,854 | $71,050-69.2% | $93,606-76.7% | $80,856-73.0% |
| Participation rate | 42.9% | 60.4%-17.6pp | 68.7%-25.9pp | 67.6%-24.8pp |
| Annual return | 12.62% | 11.26%+1.4pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,035 | $1,564-33.8% | $2,420-57.2% | $2,755-62.4% |
| Participant deferral / active EE | $2,529 | $4,034-37.3% | $4,411-42.7% | $4,296-41.1% |
| Admin fee / account holder | $97 | $6,945-98.6% | $8,285-98.8% | $6,918-98.6% |