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 | $16,245 | $114,381-85.8% | $107,525-84.9% | $142,382-88.6% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 25.70% | 242.71%-217.0pp | 181.32%-155.6pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,980 | $4,015-50.7% | $3,754-47.2% | $4,299-53.9% |
| Participant deferral / active EE | $2,411 | $5,564-56.7% | $5,116-52.9% | $6,507-63.0% |
| Admin fee / account holder | $163 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |