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 | $20,988 | $114,381-81.7% | $107,525-80.5% | $142,382-85.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 20.18% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,890 | $4,015-52.9% | $3,754-49.7% | $4,299-56.0% |
| Participant deferral / active EE | $2,512 | $5,564-54.9% | $5,116-50.9% | $6,507-61.4% |
| Admin fee / account holder | $63 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |