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 | $15,805 | $104,974-84.9% | $95,585-83.5% | $142,382-88.9% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 27.27% | 210.33%-183.1pp | 38.56%-11.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $297 | $2,779-89.3% | $2,527-88.2% | $4,299-93.1% |
| Participant deferral / active EE | $1,220 | $4,352-72.0% | $4,023-69.7% | $6,507-81.3% |
| Admin fee / account holder | $131 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |