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 | $21,908 | $127,065-82.8% | $113,168-80.6% | $142,382-84.6% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 21.17% | 24.03%-2.9pp | 24.27%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,175 | $3,442-36.8% | $2,975-26.9% | $4,299-49.4% |
| Participant deferral / active EE | $2,175 | $5,716-62.0% | $5,107-57.4% | $6,507-66.6% |
| Admin fee / account holder | $36 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |