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 | $15,858 | $138,044-88.5% | $125,339-87.3% | $134,475-88.2% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | 14.34% | 750.33%-736.0pp | 572.05%-557.7pp | 417.96%-403.6pp |
| Employer contribution / active EE | $2,123 | $5,243-59.5% | $4,814-55.9% | $4,740-55.2% |
| Participant deferral / active EE | $3,270 | $7,799-58.1% | $7,446-56.1% | $6,400-48.9% |
| Admin fee / account holder | $185 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |