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 7-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 | $17,118 | $77,899-78.0% | $149,673-88.6% | $75,163-77.2% |
| Participation rate | 34.5% | 65.6%-31.1pp | 78.8%-44.3pp | 67.2%-32.7pp |
| Annual return | 14.04% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $572 | $3,137-81.8% | $4,818-88.1% | $2,670-78.6% |
| Participant deferral / active EE | $973 | $3,411-71.5% | $5,680-82.9% | $4,125-76.4% |
| Admin fee / account holder | $275 | $5,956-95.4% | $13,210-97.9% | $5,651-95.1% |