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 | $22,132 | $110,257-79.9% | $96,544-77.1% | $139,434-84.1% |
| Participation rate | 35.7% | 78.1%-42.4pp | 76.0%-40.2pp | 80.3%-44.6pp |
| Annual return | 24.26% | 26.32%-2.1pp | 25.84%-1.6pp | 372.94%-348.7pp |
| Employer contribution / active EE | $937 | $3,620-74.1% | $2,965-68.4% | $4,751-80.3% |
| Participant deferral / active EE | $2,721 | $5,548-51.0% | $4,851-43.9% | $6,710-59.5% |
| Admin fee / account holder | $194 | $11,591-98.3% | $8,252-97.7% | $11,403-98.3% |