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 | $14,673 | $57,016-74.3% | $84,966-82.7% | $80,856-81.9% |
| Participation rate | 24.7% | 56.3%-31.7pp | 67.5%-42.8pp | 67.6%-43.0pp |
| Annual return | 18.84% | 21.66%-2.8pp | 66.38%-47.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $706 | $1,798-60.7% | $2,727-74.1% | $2,755-74.4% |
| Participant deferral / active EE | $1,005 | $3,110-67.7% | $4,519-77.8% | $4,296-76.6% |
| Admin fee / account holder | $197 | $4,980-96.0% | $6,149-96.8% | $6,918-97.2% |