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 | $11,780 | $114,381-89.7% | $107,525-89.0% | $142,382-91.7% |
| Participation rate | 9.1% | 78.1%-69.0pp | 75.1%-66.0pp | 80.1%-71.0pp |
| Annual return | 16.87% | 242.71%-225.8pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $49 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |