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 9-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 | $14,992 | $52,279-71.3% | $89,391-83.2% | $79,858-81.2% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 28.56% | 22.16%+6.4pp | 245.62%-217.1pp | 31.71%-3.2pp |
| Employer contribution / active EE | $302 | $1,572-80.8% | $2,586-88.3% | $2,471-87.8% |
| Participant deferral / active EE | $1,514 | $2,740-44.8% | $3,890-61.1% | $3,740-59.5% |
| Admin fee / account holder | $22 | $3,356-99.4% | $4,881-99.6% | $5,306-99.6% |