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 10-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 | $13,633 | $107,015-87.3% | $73,545-81.5% | $147,584-90.8% |
| Participation rate | 20.0% | 66.4%-46.4pp | 54.9%-34.9pp | 82.8%-62.8pp |
| Annual return | 13.60% | 38.25%-24.6pp | -15.16%+28.8pp | 578.55%-564.9pp |
| Employer contribution / active EE | $64 | $1,760-96.4% | $1,219-94.8% | $4,876-98.7% |
| Participant deferral / active EE | $69 | $2,462-97.2% | $1,806-96.2% | $5,439-98.7% |
| Admin fee / account holder | $207 | $3,055-93.2% | $2,320-91.1% | $10,885-98.1% |