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 3-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 | $11,215 | $51,576-78.3% | $129,207-91.3% | $80,856-86.1% |
| Participation rate | 30.8% | 57.0%-26.2pp | 69.6%-38.8pp | 67.6%-36.9pp |
| Annual return | 18.93% | 20.81%-1.9pp | 9417.33%-9398.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $839 | $1,584-47.1% | $4,153-79.8% | $2,755-69.6% |
| Participant deferral / active EE | $1,889 | $2,669-29.2% | $4,168-54.7% | $4,296-56.0% |
| Admin fee / account holder | $160 | $4,305-96.3% | $7,715-97.9% | $6,918-97.7% |