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 | $15,866 | $106,584-85.1% | $101,326-84.3% | $142,382-88.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 25.78% | 36.93%-11.1pp | 36.82%-11.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,254 | $3,956-68.3% | $3,665-65.8% | $4,299-70.8% |
| Participant deferral / active EE | $4,369 | $8,297-47.3% | $7,994-45.4% | $6,507-32.9% |
| Admin fee / account holder | $50 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |