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 7-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 | $6,498 | $34,308-81.1% | $74,701-91.3% | $72,985-91.1% |
| Participation rate | 36.4% | 42.4%-6.0pp | 54.5%-18.1pp | 69.5%-33.1pp |
| Annual return | 43.85% | 26.58%+17.3pp | 752.92%-709.1pp | 81.00%-37.2pp |
| Employer contribution / active EE | $359 | $692-48.1% | $1,084-66.9% | $2,440-85.3% |
| Participant deferral / active EE | $1,053 | $1,271-17.1% | $1,964-46.4% | $3,607-70.8% |
| Admin fee / account holder | $171 | $2,124-92.0% | $3,333-94.9% | $5,124-96.7% |