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 4-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 | $18,213 | $54,705-66.7% | $71,209-74.4% | $84,808-78.5% |
| Participation rate | 35.3% | 64.1%-28.8pp | 73.8%-38.5pp | 68.3%-33.0pp |
| Annual return | 17.80% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $869 | $2,158-59.7% | $2,721-68.1% | $2,631-67.0% |
| Participant deferral / active EE | $1,526 | $3,030-49.6% | $4,175-63.4% | $4,212-63.8% |
| Admin fee / account holder | $288 | $4,863-94.1% | $5,349-94.6% | $7,344-96.1% |