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 | $12,091 | $29,660-59.2% | $56,411-78.6% | $80,856-85.0% |
| Participation rate | 17.5% | 41.6%-24.1pp | 52.5%-35.0pp | 67.6%-50.1pp |
| Annual return | 13.49% | 35.23%-21.7pp | 1701.33%-1687.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $152 | $669-77.4% | $1,039-85.4% | $2,755-94.5% |
| Participant deferral / active EE | $544 | $1,226-55.7% | $1,952-72.2% | $4,296-87.3% |
| Admin fee / account holder | $178 | $2,428-92.6% | $2,829-93.7% | $6,918-97.4% |