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 | $14,356 | $104,664-86.3% | $85,682-83.2% | $167,490-91.4% |
| Participation rate | 42.9% | 76.4%-33.5pp | 69.9%-27.0pp | 82.1%-39.2pp |
| Annual return | 19.05% | 21.45%-2.4pp | 21.49%-2.4pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,030 | $3,337-69.1% | $2,618-60.7% | $4,837-78.7% |
| Participant deferral / active EE | $1,672 | $4,824-65.3% | $3,923-57.4% | $6,341-73.6% |
| Admin fee / account holder | $78 | $10,032-99.2% | $6,873-98.9% | $12,309-99.4% |