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 9-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 | $20,967 | $54,705-61.7% | $71,209-70.6% | $84,808-75.3% |
| Participation rate | 23.7% | 64.1%-40.3pp | 73.8%-50.0pp | 68.3%-44.6pp |
| Annual return | 19.93% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $595 | $2,158-72.4% | $2,721-78.1% | $2,631-77.4% |
| Participant deferral / active EE | $743 | $3,030-75.5% | $4,175-82.2% | $4,212-82.3% |
| Admin fee / account holder | $173 | $4,863-96.4% | $5,349-96.8% | $7,344-97.6% |