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 3-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 | $14,649 | $114,381-87.2% | $107,525-86.4% | $142,382-89.7% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 24.35% | 242.71%-218.4pp | 181.32%-157.0pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,608 | $4,015-59.9% | $3,754-57.1% | $4,299-62.6% |
| Participant deferral / active EE | $1,879 | $5,564-66.2% | $5,116-63.3% | $6,507-71.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |