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 8-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 | $20,696 | $104,664-80.2% | $85,682-75.8% | $167,490-87.6% |
| Participation rate | 36.4% | 76.4%-40.0pp | 69.9%-33.5pp | 82.1%-45.7pp |
| Annual return | 13.63% | 21.45%-7.8pp | 21.49%-7.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $738 | $3,337-77.9% | $2,618-71.8% | $4,837-84.7% |
| Participant deferral / active EE | $1,142 | $4,824-76.3% | $3,923-70.9% | $6,341-82.0% |
| Admin fee / account holder | $148 | $10,032-98.5% | $6,873-97.9% | $12,309-98.8% |