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 | $17,916 | $118,427-84.9% | $66,042-72.9% | $142,382-87.4% |
| Participation rate | 45.5% | 68.1%-22.7pp | 67.5%-22.1pp | 80.1%-34.7pp |
| Annual return | 36.10% | 35.57%+0.5pp | 52.11%-16.0pp | 217.08%-181.0pp |
| Employer contribution / active EE | $858 | $2,570-66.6% | $1,579-45.7% | $4,299-80.0% |
| Participant deferral / active EE | $993 | $4,311-77.0% | $2,835-65.0% | $6,507-84.7% |
| Admin fee / account holder | $21 | $9,593-99.8% | $5,747-99.6% | $12,624-99.8% |