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 | $27,109 | $74,888-63.8% | $71,209-61.9% | $142,382-81.0% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.8%-35.7pp | 80.1%-42.0pp |
| Annual return | 18.93% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $512 | $2,854-82.0% | $2,721-81.2% | $4,299-88.1% |
| Participant deferral / active EE | $1,198 | $4,454-73.1% | $4,175-71.3% | $6,507-81.6% |
| Admin fee / account holder | $275 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |