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 4-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 | $14,225 | $81,248-82.5% | $155,509-90.9% | $80,856-82.4% |
| Participation rate | 27.1% | 66.2%-39.1pp | 78.2%-51.0pp | 67.6%-40.5pp |
| Annual return | 18.58% | 33.31%-14.7pp | 64.67%-46.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $480 | $3,100-84.5% | $4,672-89.7% | $2,755-82.6% |
| Participant deferral / active EE | $1,070 | $3,452-69.0% | $5,626-81.0% | $4,296-75.1% |
| Admin fee / account holder | $277 | $7,997-96.5% | $15,912-98.3% | $6,918-96.0% |