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 3-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 | $7,228 | $90,348-92.0% | $75,972-90.5% | $145,922-95.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 28.63% | 620.88%-592.2pp | 359.55%-330.9pp | 561.29%-532.7pp |
| Employer contribution / active EE | $988 | $3,311-70.2% | $2,685-63.2% | $4,660-78.8% |
| Participant deferral / active EE | $2,303 | $5,162-55.4% | $4,255-45.9% | $6,688-65.6% |
| Admin fee / account holder | $25 | $8,467-99.7% | $6,467-99.6% | $13,397-99.8% |