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 | $22,897 | $114,381-80.0% | $107,525-78.7% | $142,382-83.9% |
| Participation rate | 44.4% | 78.1%-33.7pp | 75.1%-30.6pp | 80.1%-35.7pp |
| Annual return | 18.90% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $950 | $4,015-76.3% | $3,754-74.7% | $4,299-77.9% |
| Participant deferral / active EE | $2,666 | $5,564-52.1% | $5,116-47.9% | $6,507-59.0% |
| Admin fee / account holder | $116 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |