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 | $12,242 | $45,073-72.8% | $69,455-82.4% | $72,985-83.2% |
| Participation rate | 22.4% | 68.5%-46.1pp | 74.6%-52.2pp | 69.5%-47.1pp |
| Annual return | 30.67% | 22.65%+8.0pp | 28.97%+1.7pp | 81.00%-50.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,068 | $2,602-58.9% | $3,535-69.8% | $3,607-70.4% |
| Admin fee / account holder | $9 | $3,056-99.7% | $3,839-99.8% | $5,124-99.8% |