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 10-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 | $9,601 | $108,642-91.2% | $74,701-87.1% | $152,861-93.7% |
| Participation rate | 31.3% | 65.3%-34.1pp | 54.5%-23.2pp | 82.4%-51.2pp |
| Annual return | 22.95% | 114.06%-91.1pp | 752.92%-730.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $141 | $1,503-90.6% | $1,084-87.0% | $4,762-97.0% |
| Participant deferral / active EE | $563 | $2,712-79.3% | $1,964-71.4% | $5,850-90.4% |
| Admin fee / account holder | $79 | $4,902-98.4% | $3,333-97.6% | $11,596-99.3% |