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 8-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 | $23,495 | $108,172-78.3% | $77,482-69.7% | $158,922-85.2% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 13.93% | 31.67%-17.7pp | 54.79%-40.9pp | 302.83%-288.9pp |
| Employer contribution / active EE | $253 | $1,325-80.9% | $986-74.4% | $4,761-94.7% |
| Participant deferral / active EE | $505 | $2,456-79.4% | $1,861-72.9% | $5,982-91.6% |
| Admin fee / account holder | $259 | $3,708-93.0% | $2,858-90.9% | $11,246-97.7% |