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 8-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 | $11,807 | $58,208-79.7% | $81,812-85.6% | $80,856-85.4% |
| Participation rate | 47.9% | 63.4%-15.5pp | 72.3%-24.4pp | 67.6%-19.7pp |
| Annual return | 11.34% | 41.66%-30.3pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $622 | $2,340-73.4% | $2,912-78.6% | $2,755-77.4% |
| Participant deferral / active EE | $1,057 | $3,281-67.8% | $4,319-75.5% | $4,296-75.4% |
| Admin fee / account holder | $104 | $4,981-97.9% | $7,386-98.6% | $6,918-98.5% |