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 | $7,384 | $107,452-93.1% | $91,541-91.9% | $142,382-94.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 19.05% | 22.06%-3.0pp | 20.50%-1.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $250 | $2,994-91.6% | $2,505-90.0% | $4,299-94.2% |
| Participant deferral / active EE | $869 | $4,754-81.7% | $4,008-78.3% | $6,507-86.6% |
| Admin fee / account holder | $183 | $8,834-97.9% | $6,956-97.4% | $12,624-98.6% |