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 7-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 | $17,416 | $104,974-83.4% | $95,585-81.8% | $142,382-87.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 12.48% | 210.33%-197.9pp | 38.56%-26.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $658 | $2,779-76.3% | $2,527-73.9% | $4,299-84.7% |
| Participant deferral / active EE | $1,808 | $4,352-58.5% | $4,023-55.1% | $6,507-72.2% |
| Admin fee / account holder | $151 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |