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 | $18,302 | $106,515-82.8% | $96,683-81.1% | $139,434-86.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 23.33% | 38.43%-15.1pp | 35.69%-12.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,406 | $4,103-65.7% | $3,737-62.4% | $4,751-70.4% |
| Participant deferral / active EE | $2,115 | $5,454-61.2% | $4,878-56.6% | $6,710-68.5% |
| Admin fee / account holder | $143 | $7,877-98.2% | $6,730-97.9% | $11,403-98.7% |