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 3-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 | $12,198 | $51,576-76.3% | $129,207-90.6% | $80,856-84.9% |
| Participation rate | 34.8% | 57.0%-22.2pp | 69.6%-34.8pp | 67.6%-32.9pp |
| Annual return | 18.39% | 20.81%-2.4pp | 9417.33%-9398.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $735 | $1,584-53.6% | $4,153-82.3% | $2,755-73.3% |
| Participant deferral / active EE | $1,282 | $2,669-52.0% | $4,168-69.2% | $4,296-70.1% |
| Admin fee / account holder | $91 | $4,305-97.9% | $7,715-98.8% | $6,918-98.7% |