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 | $22,472 | $106,515-78.9% | $96,683-76.8% | $139,434-83.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.67% | 38.43%-21.8pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,598 | $4,103-61.1% | $3,737-57.2% | $4,751-66.4% |
| Participant deferral / active EE | $3,576 | $5,454-34.4% | $4,878-26.7% | $6,710-46.7% |
| Admin fee / account holder | $136 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |