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 9-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 | $19,656 | $57,354-65.7% | $83,848-76.6% | $64,186-69.4% |
| Participation rate | 29.4% | 68.6%-39.2pp | 76.1%-46.7pp | 69.6%-40.2pp |
| Annual return | 13.50% | 11.38%+2.1pp | 850.88%-837.4pp | 7.63%+5.9pp |
| Employer contribution / active EE | $788 | $2,545-69.0% | $3,631-78.3% | $2,381-66.9% |
| Participant deferral / active EE | $2,646 | $2,993-11.6% | $4,082-35.2% | $3,470-23.7% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |