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 | $18,170 | $100,773-82.0% | $88,946-79.6% | $142,382-87.2% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.8%-27.2pp | 80.1%-38.5pp |
| Annual return | 24.68% | 70.18%-45.5pp | 57.82%-33.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $933 | $2,918-68.0% | $2,555-63.5% | $4,299-78.3% |
| Participant deferral / active EE | $1,837 | $5,230-64.9% | $4,581-59.9% | $6,507-71.8% |
| Admin fee / account holder | $197 | $9,693-98.0% | $8,261-97.6% | $12,624-98.4% |