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 7-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 | $35,967 | $51,576-30.3% | $129,207-72.2% | $80,856-55.5% |
| Participation rate | 43.9% | 57.0%-13.1pp | 69.6%-25.7pp | 67.6%-23.7pp |
| Annual return | 11.36% | 20.81%-9.4pp | 9417.33%-9406.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,606 | $1,584+1.4% | $4,153-61.3% | $2,755-41.7% |
| Participant deferral / active EE | $1,777 | $2,669-33.4% | $4,168-57.4% | $4,296-58.6% |
| Admin fee / account holder | $230 | $4,305-94.7% | $7,715-97.0% | $6,918-96.7% |