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 8-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 | $12,973 | $25,972-50.0% | - | $72,985-82.2% |
| Participation rate | 42.9% | 52.8%-9.9pp | - | 69.5%-26.6pp |
| Annual return | 31.14% | 20.47%+10.7pp | - | 81.00%-49.9pp |
| Employer contribution / active EE | $483 | $2,171-77.7% | - | $2,440-80.2% |
| Participant deferral / active EE | $1,748 | $2,560-31.7% | - | $3,607-51.5% |
| Admin fee / account holder | $99 | $2,104-95.3% | - | $5,124-98.1% |