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 | $11,069 | $52,279-78.8% | $89,391-87.6% | $79,858-86.1% |
| Participation rate | 35.7% | 57.5%-21.8pp | 68.0%-32.3pp | 69.6%-33.9pp |
| Annual return | 48.37% | 22.16%+26.2pp | 245.62%-197.2pp | 31.71%+16.7pp |
| Employer contribution / active EE | $1,806 | $1,572+14.9% | $2,586-30.2% | $2,471-26.9% |
| Participant deferral / active EE | $1,824 | $2,740-33.4% | $3,890-53.1% | $3,740-51.2% |
| Admin fee / account holder | $43 | $3,356-98.7% | $4,881-99.1% | $5,306-99.2% |