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 | $14,313 | $85,022-83.2% | $70,515-79.7% | $139,434-89.7% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 29.20% | 30.38%-1.2pp | 32.77%-3.6pp | 372.94%-343.7pp |
| Employer contribution / active EE | $970 | $3,909-75.2% | $2,973-67.4% | $4,751-79.6% |
| Participant deferral / active EE | $3,021 | $5,890-48.7% | $4,567-33.9% | $6,710-55.0% |
| Admin fee / account holder | $48 | $8,906-99.5% | $6,412-99.3% | $11,403-99.6% |