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 | $11,200 | $29,660-62.2% | $56,411-80.1% | $80,856-86.1% |
| Participation rate | 44.7% | 41.6%+3.1pp | 52.5%-7.7pp | 67.6%-22.9pp |
| Annual return | 20.82% | 35.23%-14.4pp | 1701.33%-1680.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $1,216 | $669+81.7% | $1,039+17.1% | $2,755-55.9% |
| Participant deferral / active EE | $1,445 | $1,226+17.8% | $1,952-26.0% | $4,296-66.4% |
| Admin fee / account holder | $145 | $2,428-94.0% | $2,829-94.9% | $6,918-97.9% |