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 6-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 | $15,119 | $54,705-72.4% | $71,209-78.8% | $84,808-82.2% |
| Participation rate | 51.7% | 64.1%-12.3pp | 73.8%-22.0pp | 68.3%-16.6pp |
| Annual return | 17.45% | 35.90%-18.4pp | 282.51%-265.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $397 | $2,158-81.6% | $2,721-85.4% | $2,631-84.9% |
| Participant deferral / active EE | $916 | $3,030-69.8% | $4,175-78.1% | $4,212-78.2% |
| Admin fee / account holder | $112 | $4,863-97.7% | $5,349-97.9% | $7,344-98.5% |