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 | $9,931 | $39,019-74.5% | $80,716-87.7% | $85,850-88.4% |
| Participation rate | 37.8% | 41.5%-3.8pp | 54.2%-16.4pp | 69.3%-31.5pp |
| Annual return | 19.88% | 26.27%-6.4pp | 87.28%-67.4pp | 318.53%-298.7pp |
| Employer contribution / active EE | $267 | $722-63.1% | $1,160-77.0% | $2,565-89.6% |
| Participant deferral / active EE | $623 | $1,326-53.0% | $2,146-71.0% | $3,952-84.2% |
| Admin fee / account holder | $48 | $2,431-98.0% | $3,380-98.6% | $6,260-99.2% |