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 | $18,215 | $109,982-83.4% | $97,226-81.3% | $145,922-87.5% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 17.55% | 242.90%-225.4pp | 75.13%-57.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $878 | $3,084-71.5% | $2,729-67.8% | $4,660-81.2% |
| Participant deferral / active EE | $2,033 | $4,676-56.5% | $4,264-52.3% | $6,688-69.6% |
| Admin fee / account holder | $156 | $6,221-97.5% | $5,654-97.2% | $13,397-98.8% |