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 | $17,442 | $114,381-84.8% | $107,525-83.8% | $142,382-87.7% |
| Participation rate | 68.8% | 78.1%-9.4pp | 75.1%-6.3pp | 80.1%-11.4pp |
| Annual return | 21.14% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $8,110 | $4,015+102.0% | $3,754+116.1% | $4,299+88.7% |
| Participant deferral / active EE | $2,877 | $5,564-48.3% | $5,116-43.8% | $6,507-55.8% |
| Admin fee / account holder | $73 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |