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 6-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 | $7,520 | $37,426-79.9% | $77,482-90.3% | $79,858-90.6% |
| Participation rate | 30.8% | 41.5%-10.7pp | 54.2%-23.4pp | 69.6%-38.9pp |
| Annual return | 31.05% | 39.70%-8.7pp | 54.79%-23.7pp | 31.71%-0.7pp |
| Employer contribution / active EE | $341 | $637-46.5% | $986-65.5% | $2,471-86.2% |
| Participant deferral / active EE | $853 | $1,260-32.3% | $1,861-54.2% | $3,740-77.2% |
| Admin fee / account holder | $47 | $2,504-98.1% | $2,858-98.4% | $5,306-99.1% |