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 9-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 | $16,700 | $109,327-84.7% | $89,391-81.3% | $158,922-89.5% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.0%-20.6pp | 82.0%-34.6pp |
| Annual return | 23.00% | 345.68%-322.7pp | 245.62%-222.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $771 | $3,170-75.7% | $2,586-70.2% | $4,761-83.8% |
| Participant deferral / active EE | $1,401 | $4,598-69.5% | $3,890-64.0% | $5,982-76.6% |
| Admin fee / account holder | $288 | $6,153-95.3% | $4,881-94.1% | $11,246-97.4% |