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 | $40,577 | $111,754-63.7% | $103,333-60.7% | $145,922-72.2% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 15.49% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,025 | $4,212-75.7% | $3,868-73.5% | $4,660-78.0% |
| Participant deferral / active EE | $2,782 | $5,619-50.5% | $5,057-45.0% | $6,688-58.4% |
| Admin fee / account holder | $299 | $9,750-96.9% | $8,355-96.4% | $13,397-97.8% |