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 | $24,697 | $81,248-69.6% | $155,509-84.1% | $80,856-69.5% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.7pp | 67.6%-23.2pp |
| Annual return | 13.35% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $831 | $3,100-73.2% | $4,672-82.2% | $2,755-69.8% |
| Participant deferral / active EE | $2,255 | $3,452-34.7% | $5,626-59.9% | $4,296-47.5% |
| Admin fee / account holder | $122 | $7,997-98.5% | $15,912-99.2% | $6,918-98.2% |