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 | $14,351 | $99,918-85.6% | $81,382-82.4% | $145,922-90.2% |
| Participation rate | 68.8% | 74.2%-5.4pp | 69.5%-0.7pp | 80.3%-11.5pp |
| Annual return | 19.57% | 34.32%-14.7pp | 24.73%-5.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,701 | $2,978-42.9% | $2,463-30.9% | $4,660-63.5% |
| Participant deferral / active EE | $2,013 | $4,605-56.3% | $3,883-48.2% | $6,688-69.9% |
| Admin fee / account holder | $88 | $8,212-98.9% | $5,768-98.5% | $13,397-99.3% |