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 9-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 | $7,496 | $34,308-78.2% | $74,701-90.0% | $72,985-89.7% |
| Participation rate | 15.0% | 42.4%-27.4pp | 54.5%-39.5pp | 69.5%-54.5pp |
| Annual return | 28.00% | 26.58%+1.4pp | 752.92%-724.9pp | 81.00%-53.0pp |
| Employer contribution / active EE | $332 | $692-52.1% | $1,084-69.4% | $2,440-86.4% |
| Participant deferral / active EE | $576 | $1,271-54.7% | $1,964-70.7% | $3,607-84.0% |
| Admin fee / account holder | $78 | $2,124-96.3% | $3,333-97.7% | $5,124-98.5% |