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 4-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 | $15,186 | $95,266-84.1% | $82,389-81.6% | $142,382-89.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 16.79% | 25.74%-8.9pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,276 | $2,991-57.3% | $2,517-49.3% | $4,299-70.3% |
| Participant deferral / active EE | $3,024 | $4,809-37.1% | $4,155-27.2% | $6,507-53.5% |
| Admin fee / account holder | $79 | $8,563-99.1% | $7,231-98.9% | $12,624-99.4% |