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 5-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 | $43,814 | $77,314-43.3% | $177,989-75.4% | $80,856-45.8% |
| Participation rate | 14.1% | 65.7%-51.6pp | 77.1%-63.0pp | 67.6%-53.5pp |
| Annual return | 14.73% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $624 | $2,292-72.8% | $3,949-84.2% | $2,755-77.3% |
| Participant deferral / active EE | $1,449 | $4,411-67.1% | $6,276-76.9% | $4,296-66.3% |
| Admin fee / account holder | $13 | $7,191-99.8% | $10,363-99.9% | $6,918-99.8% |