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 | $5,560 | $31,310-82.2% | $53,898-89.7% | $74,304-92.5% |
| Participation rate | 20.0% | 30.7%-10.7pp | 55.0%-35.0pp | 60.3%-40.3pp |
| Annual return | 20.91% | 23.16%-2.3pp | 528.60%-507.7pp | 29.43%-8.5pp |
| Employer contribution / active EE | $207 | $450-54.1% | $932-77.8% | $2,241-90.8% |
| Participant deferral / active EE | $248 | $934-73.5% | $1,826-86.4% | $3,767-93.4% |
| Admin fee / account holder | $51 | $2,175-97.7% | $2,491-98.0% | $2,969-98.3% |