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 | $13,591 | $95,416-85.8% | $185,823-92.7% | $85,850-84.2% |
| Participation rate | 37.9% | 68.8%-30.8pp | 81.7%-43.8pp | 69.3%-31.4pp |
| Annual return | 18.32% | 23.59%-5.3pp | 122.05%-103.7pp | 318.53%-300.2pp |
| Employer contribution / active EE | $842 | $3,314-74.6% | $5,167-83.7% | $2,565-67.2% |
| Participant deferral / active EE | $981 | $3,423-71.3% | $5,568-82.4% | $3,952-75.2% |
| Admin fee / account holder | $103 | $7,213-98.6% | $16,237-99.4% | $6,260-98.4% |