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 7-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 | $15,556 | $96,635-83.9% | $86,612-82.0% | $139,434-88.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 17.81% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,055 | $3,263-67.7% | $3,022-65.1% | $4,751-77.8% |
| Participant deferral / active EE | $1,055 | $4,836-78.2% | $4,438-76.2% | $6,710-84.3% |
| Admin fee / account holder | $125 | $6,408-98.0% | $5,614-97.8% | $11,403-98.9% |