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 | $27,040 | $77,899-65.3% | $149,673-81.9% | $75,163-64.0% |
| Participation rate | 21.7% | 65.6%-43.8pp | 78.8%-57.0pp | 67.2%-45.5pp |
| Annual return | 21.25% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $626 | $3,137-80.0% | $4,818-87.0% | $2,670-76.5% |
| Participant deferral / active EE | $1,894 | $3,411-44.5% | $5,680-66.7% | $4,125-54.1% |
| Admin fee / account holder | $86 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |