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 | $18,500 | $107,452-82.8% | $91,541-79.8% | $142,382-87.0% |
| Participation rate | 61.1% | 75.1%-14.0pp | 69.8%-8.7pp | 80.1%-19.0pp |
| Annual return | 18.16% | 22.06%-3.9pp | 20.50%-2.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,213 | $2,994-59.5% | $2,505-51.6% | $4,299-71.8% |
| Participant deferral / active EE | $1,965 | $4,754-58.7% | $4,008-51.0% | $6,507-69.8% |
| Admin fee / account holder | $122 | $8,834-98.6% | $6,956-98.2% | $12,624-99.0% |