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 | $16,386 | $114,381-85.7% | $107,525-84.8% | $142,382-88.5% |
| Participation rate | 56.3% | 78.1%-21.9pp | 75.1%-18.8pp | 80.1%-23.9pp |
| Annual return | 22.45% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,198 | $4,015-70.1% | $3,754-68.1% | $4,299-72.1% |
| Participant deferral / active EE | $1,761 | $5,564-68.4% | $5,116-65.6% | $6,507-72.9% |
| Admin fee / account holder | $175 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |