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 | $19,015 | $74,888-74.6% | $71,209-73.3% | $142,382-86.6% |
| Participation rate | 36.8% | 76.2%-39.4pp | 73.8%-36.9pp | 80.1%-43.3pp |
| Annual return | 17.25% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $989 | $2,854-65.4% | $2,721-63.7% | $4,299-77.0% |
| Participant deferral / active EE | $4,230 | $4,454-5.0% | $4,175+1.3% | $6,507-35.0% |
| Admin fee / account holder | $267 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |