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 | $8,924 | $34,308-74.0% | $74,701-88.1% | $72,985-87.8% |
| Participation rate | 31.0% | 42.4%-11.4pp | 54.5%-23.4pp | 69.5%-38.5pp |
| Annual return | 25.32% | 26.58%-1.3pp | 752.92%-727.6pp | 81.00%-55.7pp |
| Employer contribution / active EE | $685 | $692-1.0% | $1,084-36.8% | $2,440-71.9% |
| Participant deferral / active EE | $1,447 | $1,271+13.8% | $1,964-26.3% | $3,607-59.9% |
| Admin fee / account holder | $69 | $2,124-96.8% | $3,333-97.9% | $5,124-98.7% |