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 | $6,215 | $118,427-94.8% | $66,042-90.6% | $142,382-95.6% |
| Participation rate | 45.5% | 68.1%-22.7pp | 67.5%-22.1pp | 80.1%-34.7pp |
| Annual return | 31.74% | 35.57%-3.8pp | 52.11%-20.4pp | 217.08%-185.3pp |
| Employer contribution / active EE | $159 | $2,570-93.8% | $1,579-89.9% | $4,299-96.3% |
| Participant deferral / active EE | $1,565 | $4,311-63.7% | $2,835-44.8% | $6,507-75.9% |
| Admin fee / account holder | $27 | $9,593-99.7% | $5,747-99.5% | $12,624-99.8% |