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 | $14,098 | $108,172-87.0% | $77,482-81.8% | $158,922-91.1% |
| Participation rate | 26.3% | 64.4%-38.1pp | 54.2%-27.9pp | 82.0%-55.6pp |
| Annual return | 12.56% | 31.67%-19.1pp | 54.79%-42.2pp | 302.83%-290.3pp |
| Employer contribution / active EE | $183 | $1,325-86.2% | $986-81.4% | $4,761-96.1% |
| Participant deferral / active EE | $260 | $2,456-89.4% | $1,861-86.1% | $5,982-95.7% |
| Admin fee / account holder | $238 | $3,708-93.6% | $2,858-91.7% | $11,246-97.9% |