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 5-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 | $16,708 | $114,381-85.4% | $107,525-84.5% | $142,382-88.3% |
| Participation rate | 31.6% | 78.1%-46.6pp | 75.1%-43.5pp | 80.1%-48.5pp |
| Annual return | 24.90% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,733 | $5,564-68.8% | $5,116-66.1% | $6,507-73.4% |
| Admin fee / account holder | $251 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |