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 | $19,125 | $107,452-82.2% | $91,541-79.1% | $142,382-86.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 19.18% | 22.06%-2.9pp | 20.50%-1.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $995 | $2,994-66.8% | $2,505-60.3% | $4,299-76.9% |
| Participant deferral / active EE | $1,397 | $4,754-70.6% | $4,008-65.1% | $6,507-78.5% |
| Admin fee / account holder | $33 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |