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 6-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 | $18,968 | $100,773-81.2% | $88,946-78.7% | $142,382-86.7% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 15.95% | 70.18%-54.2pp | 57.82%-41.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $966 | $2,918-66.9% | $2,555-62.2% | $4,299-77.5% |
| Participant deferral / active EE | $1,151 | $5,230-78.0% | $4,581-74.9% | $6,507-82.3% |
| Admin fee / account holder | $107 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |