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 | $13,115 | $74,888-82.5% | $71,209-81.6% | $142,382-90.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 28.79% | 345.14%-316.3pp | 282.51%-253.7pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,525 | $2,854-46.6% | $2,721-44.0% | $4,299-64.5% |
| Participant deferral / active EE | $1,906 | $4,454-57.2% | $4,175-54.4% | $6,507-70.7% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |