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 | $11,885 | $58,208-79.6% | $81,812-85.5% | $80,856-85.3% |
| Participation rate | 67.7% | 63.4%+4.3pp | 72.3%-4.6pp | 67.6%+0.1pp |
| Annual return | 14.44% | 41.66%-27.2pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,826 | $2,340-22.0% | $2,912-37.3% | $2,755-33.7% |
| Participant deferral / active EE | $935 | $3,281-71.5% | $4,319-78.4% | $4,296-78.2% |
| Admin fee / account holder | $270 | $4,981-94.6% | $7,386-96.3% | $6,918-96.1% |