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 | $11,438 | $110,261-89.6% | $95,745-88.1% | $139,434-91.8% |
| Participation rate | 54.2% | 75.8%-21.6pp | 72.3%-18.1pp | 80.3%-26.2pp |
| Annual return | 17.45% | 27.11%-9.7pp | 28.35%-10.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,198 | $3,257-63.2% | $2,835-57.8% | $4,751-74.8% |
| Participant deferral / active EE | $2,157 | $4,676-53.9% | $4,245-49.2% | $6,710-67.9% |
| Admin fee / account holder | $97 | $6,613-98.5% | $5,678-98.3% | $11,403-99.2% |