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 | $12,478 | $37,426-66.7% | $77,482-83.9% | $79,858-84.4% |
| Participation rate | 25.9% | 41.5%-15.6pp | 54.2%-28.3pp | 69.6%-43.7pp |
| Annual return | 25.01% | 39.70%-14.7pp | 54.79%-29.8pp | 31.71%-6.7pp |
| Employer contribution / active EE | $214 | $637-66.4% | $986-78.3% | $2,471-91.3% |
| Participant deferral / active EE | $872 | $1,260-30.8% | $1,861-53.2% | $3,740-76.7% |
| Admin fee / account holder | $173 | $2,504-93.1% | $2,858-93.9% | $5,306-96.7% |