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 | $15,934 | $111,724-85.7% | $93,606-83.0% | $145,922-89.1% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-26.9pp |
| Annual return | 13.47% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,431 | $3,090-53.7% | $2,420-40.9% | $4,660-69.3% |
| Participant deferral / active EE | $2,104 | $4,912-57.2% | $4,411-52.3% | $6,688-68.5% |
| Admin fee / account holder | $157 | $10,250-98.5% | $8,285-98.1% | $13,397-98.8% |