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 3-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 | $15,289 | $74,888-79.6% | $71,209-78.5% | $142,382-89.3% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.8%-8.5pp | 80.1%-14.9pp |
| Annual return | 26.64% | 345.14%-318.5pp | 282.51%-255.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $810 | $2,854-71.6% | $2,721-70.2% | $4,299-81.2% |
| Participant deferral / active EE | $2,675 | $4,454-39.9% | $4,175-35.9% | $6,507-58.9% |
| Admin fee / account holder | $102 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |