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 | $21,049 | $77,899-73.0% | $149,673-85.9% | $75,163-72.0% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-35.9pp |
| Annual return | 14.97% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $397 | $3,137-87.3% | $4,818-91.8% | $2,670-85.1% |
| Participant deferral / active EE | $1,086 | $3,411-68.2% | $5,680-80.9% | $4,125-73.7% |
| Admin fee / account holder | $65 | $5,956-98.9% | $13,210-99.5% | $5,651-98.9% |