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 | $14,520 | $74,888-80.6% | $71,209-79.6% | $142,382-89.8% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 26.56% | 345.14%-318.6pp | 282.51%-256.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,381 | $2,854-51.6% | $2,721-49.3% | $4,299-67.9% |
| Participant deferral / active EE | $4,260 | $4,454-4.4% | $4,175+2.0% | $6,507-34.5% |
| Admin fee / account holder | $19 | $5,568-99.7% | $5,349-99.6% | $12,624-99.8% |