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 | $17,075 | $70,606-75.8% | $53,898-68.3% | $142,382-88.0% |
| Participation rate | 26.7% | 63.7%-37.0pp | 55.0%-28.3pp | 80.1%-53.5pp |
| Annual return | 14.31% | 619.81%-605.5pp | 528.60%-514.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $778 | $1,202-35.3% | $932-16.6% | $4,299-81.9% |
| Participant deferral / active EE | $1,341 | $2,364-43.3% | $1,826-26.5% | $6,507-79.4% |
| Admin fee / account holder | $149 | $2,852-94.8% | $2,491-94.0% | $12,624-98.8% |