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 3-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 | $15,195 | $114,381-86.7% | $107,525-85.9% | $142,382-89.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 22.80% | 242.71%-219.9pp | 181.32%-158.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,357 | $4,015-66.2% | $3,754-63.8% | $4,299-68.4% |
| Participant deferral / active EE | $2,142 | $5,564-61.5% | $5,116-58.1% | $6,507-67.1% |
| Admin fee / account holder | $87 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |