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 4-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 | $17,315 | $111,754-84.5% | $103,333-83.2% | $145,922-88.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 16.26% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,464 | $4,212-65.3% | $3,868-62.2% | $4,660-68.6% |
| Participant deferral / active EE | $2,048 | $5,619-63.5% | $5,057-59.5% | $6,688-69.4% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |