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 | $13,663 | $74,888-81.8% | $71,209-80.8% | $142,382-90.4% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.1%-11.4pp |
| Annual return | 27.19% | 345.14%-317.9pp | 282.51%-255.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,415 | $2,854-50.4% | $2,721-48.0% | $4,299-67.1% |
| Participant deferral / active EE | $1,535 | $4,454-65.5% | $4,175-63.2% | $6,507-76.4% |
| Admin fee / account holder | $129 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |