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 | $25,938 | $117,983-78.0% | $101,794-74.5% | $142,382-81.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 20.72% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $769 | $2,773-72.3% | $2,289-66.4% | $4,299-82.1% |
| Participant deferral / active EE | $1,452 | $4,714-69.2% | $4,084-64.5% | $6,507-77.7% |
| Admin fee / account holder | $129 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |