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 | $18,372 | $74,888-75.5% | $71,209-74.2% | $142,382-87.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 20.60% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $689 | $2,854-75.9% | $2,721-74.7% | $4,299-84.0% |
| Participant deferral / active EE | $2,610 | $4,454-41.4% | $4,175-37.5% | $6,507-59.9% |
| Admin fee / account holder | $91 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |