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 | $15,201 | $111,754-86.4% | $103,333-85.3% | $145,922-89.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,680 | $4,212-60.1% | $3,868-56.6% | $4,660-63.9% |
| Participant deferral / active EE | $2,025 | $5,619-64.0% | $5,057-60.0% | $6,688-69.7% |
| Admin fee / account holder | $243 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |