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 8-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 | $14,384 | $104,974-86.3% | $95,585-85.0% | $142,382-89.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 24.02% | 210.33%-186.3pp | 38.56%-14.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $516 | $2,779-81.4% | $2,527-79.6% | $4,299-88.0% |
| Participant deferral / active EE | $4,561 | $4,352+4.8% | $4,023+13.4% | $6,507-29.9% |
| Admin fee / account holder | $54 | $6,386-99.2% | $6,127-99.1% | $12,624-99.6% |