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 9-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 | $17,087 | $77,899-78.1% | $149,673-88.6% | $75,163-77.3% |
| Participation rate | 47.2% | 65.6%-18.4pp | 78.8%-31.5pp | 67.2%-20.0pp |
| Annual return | 20.08% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,270 | $3,137-59.5% | $4,818-73.6% | $2,670-52.4% |
| Participant deferral / active EE | $1,799 | $3,411-47.3% | $5,680-68.3% | $4,125-56.4% |
| Admin fee / account holder | $283 | $5,956-95.2% | $13,210-97.9% | $5,651-95.0% |