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 9-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 | $16,830 | $77,419-78.3% | $69,455-75.8% | $152,861-89.0% |
| Participation rate | 61.9% | 78.1%-16.2pp | 74.6%-12.7pp | 82.4%-20.5pp |
| Annual return | 13.91% | 39.06%-25.2pp | 28.97%-15.1pp | 345.32%-331.4pp |
| Employer contribution / active EE | $1,234 | $3,315-62.8% | $2,779-55.6% | $4,762-74.1% |
| Participant deferral / active EE | $3,109 | $4,414-29.6% | $3,535-12.1% | $5,850-46.9% |
| Admin fee / account holder | $174 | $6,207-97.2% | $3,839-95.5% | $11,596-98.5% |