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 | $8,273 | $37,426-77.9% | $77,482-89.3% | $79,858-89.6% |
| Participation rate | 11.5% | 41.5%-30.0pp | 54.2%-42.7pp | 69.6%-58.2pp |
| Annual return | 30.85% | 39.70%-8.9pp | 54.79%-23.9pp | 31.71%-0.9pp |
| Employer contribution / active EE | $233 | $637-63.4% | $986-76.4% | $2,471-90.6% |
| Participant deferral / active EE | $454 | $1,260-64.0% | $1,861-75.6% | $3,740-87.9% |
| Admin fee / account holder | $3 | $2,504-99.9% | $2,858-99.9% | $5,306-99.9% |