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 5-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 | $7,465 | $29,660-74.8% | $56,411-86.8% | $80,856-90.8% |
| Participation rate | 28.0% | 41.6%-13.6pp | 52.5%-24.5pp | 67.6%-39.6pp |
| Annual return | 13.12% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $185 | $669-72.4% | $1,039-82.2% | $2,755-93.3% |
| Participant deferral / active EE | $567 | $1,226-53.7% | $1,952-70.9% | $4,296-86.8% |
| Admin fee / account holder | $111 | $2,428-95.4% | $2,829-96.1% | $6,918-98.4% |