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 | $11,029 | $108,642-89.8% | $74,701-85.2% | $152,861-92.8% |
| Participation rate | 41.7% | 65.3%-23.7pp | 54.5%-12.8pp | 82.4%-40.8pp |
| Annual return | 12.46% | 114.06%-101.6pp | 752.92%-740.5pp | 345.32%-332.9pp |
| Employer contribution / active EE | $343 | $1,503-77.2% | $1,084-68.4% | $4,762-92.8% |
| Participant deferral / active EE | $443 | $2,712-83.7% | $1,964-77.5% | $5,850-92.4% |
| Admin fee / account holder | $237 | $4,902-95.2% | $3,333-92.9% | $11,596-98.0% |