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 | $23,419 | $159,602-85.3% | $150,045-84.4% | $142,382-83.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 18.11% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,133 | $4,961-57.0% | $4,693-54.5% | $4,299-50.4% |
| Participant deferral / active EE | $4,227 | $8,310-49.1% | $7,997-47.1% | $6,507-35.0% |
| Admin fee / account holder | $198 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |