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 | $15,795 | $99,918-84.2% | $81,382-80.6% | $145,922-89.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 12.82% | 34.32%-21.5pp | 24.73%-11.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $847 | $2,978-71.6% | $2,463-65.6% | $4,660-81.8% |
| Participant deferral / active EE | $1,111 | $4,605-75.9% | $3,883-71.4% | $6,688-83.4% |
| Admin fee / account holder | $22 | $8,212-99.7% | $5,768-99.6% | $13,397-99.8% |