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 | $14,202 | $81,248-82.5% | $155,509-90.9% | $80,856-82.4% |
| Participation rate | 46.9% | 66.2%-19.4pp | 78.2%-31.3pp | 67.6%-20.8pp |
| Annual return | 15.94% | 33.31%-17.4pp | 64.67%-48.7pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,032 | $3,100-34.5% | $4,672-56.5% | $2,755-26.3% |
| Participant deferral / active EE | $2,249 | $3,452-34.8% | $5,626-60.0% | $4,296-47.6% |
| Admin fee / account holder | $174 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |