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 6-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 | $21,609 | $107,452-79.9% | $91,541-76.4% | $142,382-84.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 20.09% | 22.06%-2.0pp | 20.50%-0.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $615 | $2,994-79.5% | $2,505-75.4% | $4,299-85.7% |
| Participant deferral / active EE | $856 | $4,754-82.0% | $4,008-78.6% | $6,507-86.8% |
| Admin fee / account holder | $102 | $8,834-98.8% | $6,956-98.5% | $12,624-99.2% |