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 | $9,456 | $80,717-88.3% | $154,803-93.9% | $84,808-88.8% |
| Participation rate | 51.3% | 66.8%-15.5pp | 78.1%-26.8pp | 68.3%-17.0pp |
| Annual return | 15.73% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $531 | $2,761-80.8% | $4,305-87.7% | $2,631-79.8% |
| Participant deferral / active EE | $1,039 | $3,303-68.5% | $5,540-81.2% | $4,212-75.3% |
| Admin fee / account holder | $136 | $6,746-98.0% | $14,329-99.1% | $7,344-98.1% |