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 | $13,317 | $60,892-78.1% | $82,389-83.8% | $84,808-84.3% |
| Participation rate | 60.5% | 63.3%-2.7pp | 69.5%-9.0pp | 68.3%-7.8pp |
| Annual return | 21.75% | 37.29%-15.5pp | 28.67%-6.9pp | 40.90%-19.1pp |
| Employer contribution / active EE | $777 | $1,779-56.3% | $2,517-69.1% | $2,631-70.5% |
| Participant deferral / active EE | $2,078 | $3,179-34.6% | $4,155-50.0% | $4,212-50.7% |
| Admin fee / account holder | $115 | $5,467-97.9% | $7,231-98.4% | $7,344-98.4% |