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 | $15,287 | $77,899-80.4% | $149,673-89.8% | $75,163-79.7% |
| Participation rate | 42.3% | 65.6%-23.3pp | 78.8%-36.5pp | 67.2%-24.9pp |
| Annual return | 22.69% | 31.72%-9.0pp | 134.42%-111.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,078 | $3,137-65.6% | $4,818-77.6% | $2,670-59.6% |
| Participant deferral / active EE | $2,055 | $3,411-39.8% | $5,680-63.8% | $4,125-50.2% |
| Admin fee / account holder | $208 | $5,956-96.5% | $13,210-98.4% | $5,651-96.3% |