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 3-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 | $19,521 | $158,398-87.7% | $126,539-84.6% | $142,382-86.3% |
| Participation rate | 62.5% | 75.8%-13.3pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 21.10% | 593.76%-572.7pp | 425.95%-404.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $394 | $4,650-91.5% | $3,674-89.3% | $4,299-90.8% |
| Participant deferral / active EE | $3,969 | $4,767-16.7% | $4,083-2.8% | $6,507-39.0% |
| Admin fee / account holder | $66 | $6,918-99.1% | $6,065-98.9% | $12,624-99.5% |