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 | $14,572 | $117,983-87.6% | $101,794-85.7% | $142,382-89.8% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.2%-31.1pp | 80.1%-42.0pp |
| Annual return | 27.18% | 36.92%-9.7pp | 30.53%-3.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,116 | $2,773-59.8% | $2,289-51.3% | $4,299-74.0% |
| Participant deferral / active EE | $1,164 | $4,714-75.3% | $4,084-71.5% | $6,507-82.1% |
| Admin fee / account holder | $14 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |