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 | $8,276 | $37,426-77.9% | $77,482-89.3% | $79,858-89.6% |
| Participation rate | 32.1% | 41.5%-9.4pp | 54.2%-22.0pp | 69.6%-37.5pp |
| Annual return | 67.90% | 39.70%+28.2pp | 54.79%+13.1pp | 31.71%+36.2pp |
| Employer contribution / active EE | $599 | $637-5.9% | $986-39.3% | $2,471-75.8% |
| Participant deferral / active EE | $1,615 | $1,260+28.2% | $1,861-13.2% | $3,740-56.8% |
| Admin fee / account holder | $3 | $2,504-99.9% | $2,858-99.9% | $5,306-99.9% |