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 | $14,608 | $96,635-84.9% | $86,612-83.1% | $139,434-89.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 17.69% | 106.41%-88.7pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,031 | $3,263-68.4% | $3,022-65.9% | $4,751-78.3% |
| Participant deferral / active EE | $1,509 | $4,836-68.8% | $4,438-66.0% | $6,710-77.5% |
| Admin fee / account holder | $58 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |