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 | $20,782 | $175,202-88.1% | $149,673-86.1% | $139,434-85.1% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 27.40% | 166.71%-139.3pp | 134.42%-107.0pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,395 | $5,474-74.5% | $4,818-71.0% | $4,751-70.6% |
| Participant deferral / active EE | $4,044 | $6,519-38.0% | $5,680-28.8% | $6,710-39.7% |
| Admin fee / account holder | $21 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |