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 | $19,980 | $99,918-80.0% | $81,382-75.4% | $145,922-86.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 14.34% | 34.32%-20.0pp | 24.73%-10.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,478 | $2,978-50.4% | $2,463-40.0% | $4,660-68.3% |
| Participant deferral / active EE | $1,856 | $4,605-59.7% | $3,883-52.2% | $6,688-72.2% |
| Admin fee / account holder | $107 | $8,212-98.7% | $5,768-98.1% | $13,397-99.2% |