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 | $19,119 | $104,907-81.8% | $84,611-77.4% | $152,861-87.5% |
| Participation rate | 63.2% | 74.8%-11.7pp | 68.2%-5.1pp | 82.4%-19.3pp |
| Annual return | 23.18% | 373.79%-350.6pp | 258.74%-235.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $969 | $3,302-70.6% | $2,652-63.4% | $4,762-79.6% |
| Participant deferral / active EE | $2,868 | $4,688-38.8% | $3,899-26.4% | $5,850-51.0% |
| Admin fee / account holder | $4 | $6,241-99.9% | $4,912-99.9% | $11,596-100.0% |