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 | $15,631 | $60,124-74.0% | $90,404-82.7% | $79,858-80.4% |
| Participation rate | 64.3% | 65.0%-0.7pp | 72.7%-8.4pp | 69.6%-5.3pp |
| Annual return | 17.06% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,066 | $2,068-48.5% | $3,262-67.3% | $2,471-56.9% |
| Participant deferral / active EE | $1,155 | $2,938-60.7% | $3,963-70.9% | $3,740-69.1% |
| Admin fee / account holder | $176 | $3,976-95.6% | $5,611-96.9% | $5,306-96.7% |