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 | $18,026 | $54,705-67.0% | $71,209-74.7% | $84,808-78.7% |
| Participation rate | 62.5% | 64.1%-1.6pp | 73.8%-11.3pp | 68.3%-5.8pp |
| Annual return | 19.01% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $415 | $2,158-80.7% | $2,721-84.7% | $2,631-84.2% |
| Participant deferral / active EE | $2,249 | $3,030-25.8% | $4,175-46.1% | $4,212-46.6% |
| Admin fee / account holder | $245 | $4,863-95.0% | $5,349-95.4% | $7,344-96.7% |