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 | $17,194 | $111,724-84.6% | $93,606-81.6% | $145,922-88.2% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 15.53% | 202.98%-187.5pp | 133.20%-117.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $936 | $3,090-69.7% | $2,420-61.3% | $4,660-79.9% |
| Participant deferral / active EE | $1,637 | $4,912-66.7% | $4,411-62.9% | $6,688-75.5% |
| Admin fee / account holder | $111 | $10,250-98.9% | $8,285-98.7% | $13,397-99.2% |