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 | $18,360 | $117,983-84.4% | $101,794-82.0% | $142,382-87.1% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.2%+0.4pp | 80.1%-10.6pp |
| Annual return | 17.14% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $874 | $2,773-68.5% | $2,289-61.8% | $4,299-79.7% |
| Participant deferral / active EE | $1,760 | $4,714-62.7% | $4,084-56.9% | $6,507-73.0% |
| Admin fee / account holder | $101 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |