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 3-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 | $21,224 | $100,773-78.9% | $88,946-76.1% | $142,382-85.1% |
| Participation rate | 53.3% | 74.3%-21.0pp | 68.8%-15.5pp | 80.1%-26.8pp |
| Annual return | 17.93% | 70.18%-52.3pp | 57.82%-39.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $896 | $2,918-69.3% | $2,555-64.9% | $4,299-79.2% |
| Participant deferral / active EE | $1,316 | $5,230-74.8% | $4,581-71.3% | $6,507-79.8% |
| Admin fee / account holder | $117 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |