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 | $8,793 | $96,635-90.9% | $86,612-89.8% | $139,434-93.7% |
| Participation rate | 52.6% | 74.4%-21.8pp | 71.7%-19.1pp | 80.3%-27.7pp |
| Annual return | 11.54% | 106.41%-94.9pp | 591.07%-579.5pp | 372.94%-361.4pp |
| Employer contribution / active EE | $710 | $3,263-78.2% | $3,022-76.5% | $4,751-85.1% |
| Participant deferral / active EE | $2,948 | $4,836-39.0% | $4,438-33.6% | $6,710-56.1% |
| Admin fee / account holder | $169 | $6,408-97.4% | $5,614-97.0% | $11,403-98.5% |