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 | $16,125 | $99,877-83.9% | $84,966-81.0% | $145,922-88.9% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 18.27% | 83.76%-65.5pp | 66.38%-48.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,707 | $3,231-47.2% | $2,727-37.4% | $4,660-63.4% |
| Participant deferral / active EE | $2,312 | $5,291-56.3% | $4,519-48.9% | $6,688-65.4% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |