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 | $18,088 | $80,717-77.6% | $154,803-88.3% | $84,808-78.7% |
| Participation rate | 56.0% | 66.8%-10.8pp | 78.1%-22.1pp | 68.3%-12.3pp |
| Annual return | 20.39% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $466 | $2,761-83.1% | $4,305-89.2% | $2,631-82.3% |
| Participant deferral / active EE | $2,220 | $3,303-32.8% | $5,540-59.9% | $4,212-47.3% |
| Admin fee / account holder | $204 | $6,746-97.0% | $14,329-98.6% | $7,344-97.2% |