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 | $10,330 | $110,502-90.7% | $80,716-87.2% | $167,490-93.8% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 7.37% | 120.54%-113.2pp | 87.28%-79.9pp | 478.56%-471.2pp |
| Employer contribution / active EE | $407 | $1,543-73.6% | $1,160-65.0% | $4,837-91.6% |
| Participant deferral / active EE | $2,012 | $2,871-29.9% | $2,146-6.2% | $6,341-68.3% |
| Admin fee / account holder | $195 | $4,545-95.7% | $3,380-94.2% | $12,309-98.4% |