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 7-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 | $8,691 | $110,502-92.1% | $80,716-89.2% | $167,490-94.8% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 16.17% | 120.54%-104.4pp | 87.28%-71.1pp | 478.56%-462.4pp |
| Employer contribution / active EE | $980 | $1,543-36.5% | $1,160-15.6% | $4,837-79.7% |
| Participant deferral / active EE | $980 | $2,871-65.9% | $2,146-54.3% | $6,341-84.6% |
| Admin fee / account holder | $193 | $4,545-95.8% | $3,380-94.3% | $12,309-98.4% |