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 6-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 | $13,067 | $95,561-86.3% | $77,163-83.1% | $139,434-90.6% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 23.65% | 54.92%-31.3pp | 37.87%-14.2pp | 372.94%-349.3pp |
| Employer contribution / active EE | $540 | $3,147-82.8% | $2,535-78.7% | $4,751-88.6% |
| Participant deferral / active EE | $864 | $4,624-81.3% | $3,833-77.5% | $6,710-87.1% |
| Admin fee / account holder | $59 | $8,295-99.3% | $5,472-98.9% | $11,403-99.5% |