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 | $16,740 | $60,124-72.2% | $90,404-81.5% | $79,858-79.0% |
| Participation rate | 10.0% | 65.0%-55.0pp | 72.7%-62.7pp | 69.6%-59.6pp |
| Annual return | 37.44% | 71.94%-34.5pp | 1293.02%-1255.6pp | 31.71%+5.7pp |
| Employer contribution / active EE | $271 | $2,068-86.9% | $3,262-91.7% | $2,471-89.0% |
| Participant deferral / active EE | $857 | $2,938-70.8% | $3,963-78.4% | $3,740-77.1% |
| Admin fee / account holder | $103 | $3,976-97.4% | $5,611-98.2% | $5,306-98.1% |