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 | $15,599 | $95,561-83.7% | $77,163-79.8% | $139,434-88.8% |
| Participation rate | 33.3% | 73.9%-40.6pp | 69.6%-36.2pp | 80.3%-47.0pp |
| Annual return | 11.80% | 54.92%-43.1pp | 37.87%-26.1pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,000 | $3,147-68.2% | $2,535-60.6% | $4,751-79.0% |
| Participant deferral / active EE | $1,667 | $4,624-64.0% | $3,833-56.5% | $6,710-75.2% |
| Admin fee / account holder | $76 | $8,295-99.1% | $5,472-98.6% | $11,403-99.3% |