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 | $10,122 | $81,248-87.5% | $155,509-93.5% | $80,856-87.5% |
| Participation rate | 27.8% | 66.2%-38.5pp | 78.2%-50.4pp | 67.6%-39.9pp |
| Annual return | 17.68% | 33.31%-15.6pp | 64.67%-47.0pp | 35.59%-17.9pp |
| Employer contribution / active EE | $510 | $3,100-83.6% | $4,672-89.1% | $2,755-81.5% |
| Participant deferral / active EE | $1,140 | $3,452-67.0% | $5,626-79.7% | $4,296-73.5% |
| Admin fee / account holder | $35 | $7,997-99.6% | $15,912-99.8% | $6,918-99.5% |