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 | $18,729 | $72,012-74.0% | $185,823-89.9% | $79,858-76.5% |
| Participation rate | 48.8% | 65.8%-17.0pp | 78.0%-29.2pp | 69.6%-20.9pp |
| Annual return | 15.32% | 23.12%-7.8pp | 35.95%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $635 | $1,965-67.7% | $4,087-84.5% | $2,471-74.3% |
| Participant deferral / active EE | $1,745 | $3,779-53.8% | $5,632-69.0% | $3,740-53.3% |
| Admin fee / account holder | $267 | $4,513-94.1% | $9,500-97.2% | $5,306-95.0% |