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 | $15,707 | $121,625-87.1% | $104,607-85.0% | $158,922-90.1% |
| Participation rate | 31.3% | 77.5%-46.3pp | 74.1%-42.8pp | 82.0%-50.7pp |
| Annual return | 23.34% | 465.26%-441.9pp | 340.46%-317.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $566 | $3,163-82.1% | $2,681-78.9% | $4,761-88.1% |
| Participant deferral / active EE | $1,137 | $4,177-72.8% | $3,740-69.6% | $5,982-81.0% |
| Admin fee / account holder | $73 | $7,787-99.1% | $6,473-98.9% | $11,246-99.3% |