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 6-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 | $17,956 | $124,281-85.6% | $109,143-83.5% | $167,490-89.3% |
| Participation rate | 45.5% | 79.4%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 13.06% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,282 | $4,207-69.5% | $3,722-65.6% | $4,837-73.5% |
| Participant deferral / active EE | $2,214 | $5,255-57.9% | $4,653-52.4% | $6,341-65.1% |
| Admin fee / account holder | $287 | $7,970-96.4% | $6,752-95.7% | $12,309-97.7% |