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 8-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 | $22,786 | $91,190-75.0% | $178,490-87.2% | $79,858-71.5% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 123.63% | 24.19%+99.4pp | 151.07%-27.4pp | 31.71%+91.9pp |
| Employer contribution / active EE | $688 | $3,256-78.9% | $5,011-86.3% | $2,471-72.2% |
| Participant deferral / active EE | $2,763 | $3,236-14.6% | $5,202-46.9% | $3,740-26.1% |
| Admin fee / account holder | $239 | $6,751-96.5% | $13,984-98.3% | $5,306-95.5% |