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 | $14,146 | $117,983-88.0% | $101,794-86.1% | $142,382-90.1% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.2%-14.2pp | 80.1%-25.1pp |
| Annual return | 18.91% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,411 | $2,773-49.1% | $2,289-38.4% | $4,299-67.2% |
| Participant deferral / active EE | $2,332 | $4,714-50.5% | $4,084-42.9% | $6,507-64.2% |
| Admin fee / account holder | $103 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |