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 6-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 | $14,581 | $95,561-84.7% | $77,163-81.1% | $139,434-89.5% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 24.63% | 54.92%-30.3pp | 37.87%-13.2pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,759 | $3,147-12.3% | $2,535+8.8% | $4,751-41.9% |
| Participant deferral / active EE | $2,759 | $4,624-40.3% | $3,833-28.0% | $6,710-58.9% |
| Admin fee / account holder | $17 | $8,295-99.8% | $5,472-99.7% | $11,403-99.9% |