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 | $21,920 | $74,888-70.7% | $71,209-69.2% | $142,382-84.6% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.1%-57.9pp |
| Annual return | 24.55% | 345.14%-320.6pp | 282.51%-258.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,124 | $2,854-60.6% | $2,721-58.7% | $4,299-73.9% |
| Participant deferral / active EE | $1,124 | $4,454-74.8% | $4,175-73.1% | $6,507-82.7% |
| Admin fee / account holder | $160 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |