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 | $15,989 | $202,432-92.1% | $169,368-90.6% | $139,434-88.5% |
| Participation rate | 44.4% | 81.1%-36.6pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 22.75% | 531.74%-509.0pp | 405.60%-382.8pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,503 | $4,692-68.0% | $4,013-62.5% | $4,751-68.4% |
| Participant deferral / active EE | $2,031 | $6,938-70.7% | $6,221-67.4% | $6,710-69.7% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |