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 4-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 | $10,778 | $29,660-63.7% | $56,411-80.9% | $80,856-86.7% |
| Participation rate | 24.3% | 41.6%-17.4pp | 52.5%-28.2pp | 67.6%-43.4pp |
| Annual return | 17.82% | 35.23%-17.4pp | 1701.33%-1683.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $318 | $669-52.5% | $1,039-69.4% | $2,755-88.5% |
| Participant deferral / active EE | $677 | $1,226-44.8% | $1,952-65.3% | $4,296-84.2% |
| Admin fee / account holder | $185 | $2,428-92.4% | $2,829-93.5% | $6,918-97.3% |