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 | $16,994 | $118,427-85.7% | $66,042-74.3% | $142,382-88.1% |
| Participation rate | 62.5% | 68.1%-5.6pp | 67.5%-5.0pp | 80.1%-17.6pp |
| Annual return | 15.12% | 35.57%-20.4pp | 52.11%-37.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $310 | $2,570-88.0% | $1,579-80.4% | $4,299-92.8% |
| Participant deferral / active EE | $495 | $4,311-88.5% | $2,835-82.5% | $6,507-92.4% |
| Admin fee / account holder | $187 | $9,593-98.0% | $5,747-96.7% | $12,624-98.5% |