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 | $22,244 | $111,754-80.1% | $103,333-78.5% | $145,922-84.8% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 15.37% | 24.77%-9.4pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,372 | $4,212-67.4% | $3,868-64.5% | $4,660-70.6% |
| Participant deferral / active EE | $3,548 | $5,619-36.9% | $5,057-29.9% | $6,688-47.0% |
| Admin fee / account holder | $66 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |