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 | $23,528 | $114,381-79.4% | $107,525-78.1% | $142,382-83.5% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 21.99% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,456 | $4,015-63.7% | $3,754-61.2% | $4,299-66.1% |
| Participant deferral / active EE | $5,111 | $5,564-8.1% | $5,116-0.1% | $6,507-21.4% |
| Admin fee / account holder | $94 | $9,860-99.0% | $8,919-98.9% | $12,624-99.3% |