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 4-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 | $23,245 | $106,515-78.2% | $96,683-76.0% | $139,434-83.3% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 40.24% | 38.43%+1.8pp | 35.69%+4.5pp | 372.94%-332.7pp |
| Employer contribution / active EE | $832 | $4,103-79.7% | $3,737-77.7% | $4,751-82.5% |
| Participant deferral / active EE | $2,080 | $5,454-61.9% | $4,878-57.4% | $6,710-69.0% |
| Admin fee / account holder | $80 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |