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 | $31,915 | $80,717-60.5% | $154,803-79.4% | $84,808-62.4% |
| Participation rate | 25.4% | 66.8%-41.4pp | 78.1%-52.6pp | 68.3%-42.9pp |
| Annual return | 22.38% | 37.96%-15.6pp | 58.88%-36.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,368 | $3,303-58.6% | $5,540-75.3% | $4,212-67.5% |
| Admin fee / account holder | $196 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |