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 | $16,353 | $95,561-82.9% | $77,163-78.8% | $139,434-88.3% |
| Participation rate | 62.5% | 73.9%-11.4pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 18.68% | 54.92%-36.2pp | 37.87%-19.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $679 | $3,147-78.4% | $2,535-73.2% | $4,751-85.7% |
| Participant deferral / active EE | $875 | $4,624-81.1% | $3,833-77.2% | $6,710-87.0% |
| Admin fee / account holder | $15 | $8,295-99.8% | $5,472-99.7% | $11,403-99.9% |