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 | $22,415 | $112,881-80.1% | $90,951-75.4% | $158,922-85.9% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 23.42% | 215.79%-192.4pp | 134.60%-111.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,629 | $2,893-43.7% | $2,122-23.2% | $4,761-65.8% |
| Participant deferral / active EE | $3,164 | $4,128-23.4% | $3,373-6.2% | $5,982-47.1% |
| Admin fee / account holder | $90 | $8,041-98.9% | $5,959-98.5% | $11,246-99.2% |