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 | $9,257 | $49,922-81.5% | $80,569-88.5% | $75,163-87.7% |
| Participation rate | 34.0% | 55.3%-21.3pp | 67.0%-33.0pp | 67.2%-33.2pp |
| Annual return | 28.01% | 34.69%-6.7pp | 935.43%-907.4pp | 160.62%-132.6pp |
| Employer contribution / active EE | $1,039 | $1,698-38.8% | $2,723-61.8% | $2,670-61.1% |
| Participant deferral / active EE | $1,415 | $2,990-52.7% | $4,447-68.2% | $4,125-65.7% |
| Admin fee / account holder | $191 | $3,577-94.7% | $5,377-96.4% | $5,651-96.6% |