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 6-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 | $16,267 | $124,281-86.9% | $109,143-85.1% | $167,490-90.3% |
| Participation rate | 69.6% | 79.4%-9.9pp | 75.9%-6.3pp | 82.1%-12.5pp |
| Annual return | 38.67% | 26.04%+12.6pp | 25.75%+12.9pp | 478.56%-439.9pp |
| Employer contribution / active EE | $1,195 | $4,207-71.6% | $3,722-67.9% | $4,837-75.3% |
| Participant deferral / active EE | $4,071 | $5,255-22.5% | $4,653-12.5% | $6,341-35.8% |
| Admin fee / account holder | $169 | $7,970-97.9% | $6,752-97.5% | $12,309-98.6% |