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 | $15,896 | $74,888-78.8% | $71,209-77.7% | $142,382-88.8% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 15.02% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $607 | $2,854-78.7% | $2,721-77.7% | $4,299-85.9% |
| Participant deferral / active EE | $1,624 | $4,454-63.5% | $4,175-61.1% | $6,507-75.0% |
| Admin fee / account holder | $268 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |