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 8-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 | $16,773 | $104,974-84.0% | $95,585-82.5% | $142,382-88.2% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 15.44% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $732 | $2,779-73.7% | $2,527-71.0% | $4,299-83.0% |
| Participant deferral / active EE | $1,463 | $4,352-66.4% | $4,023-63.6% | $6,507-77.5% |
| Admin fee / account holder | $221 | $6,386-96.5% | $6,127-96.4% | $12,624-98.2% |