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 6-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 | $16,816 | $49,915-66.3% | $154,803-89.1% | $74,304-77.4% |
| Participation rate | 20.8% | 54.0%-33.2pp | 78.1%-57.3pp | 60.3%-39.6pp |
| Annual return | 23.03% | 34.06%-11.0pp | 58.88%-35.9pp | 29.43%-6.4pp |
| Employer contribution / active EE | $368 | $1,611-77.2% | $4,305-91.5% | $2,241-83.6% |
| Participant deferral / active EE | $1,154 | $2,255-48.8% | $5,540-79.2% | $3,767-69.4% |
| Admin fee / account holder | $103 | $2,189-95.3% | $14,329-99.3% | $2,969-96.5% |