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 | $11,114 | $48,230-77.0% | $67,502-83.5% | $80,856-86.3% |
| Participation rate | 58.7% | 66.4%-7.6pp | 72.9%-14.1pp | 67.6%-8.9pp |
| Annual return | 18.05% | 18.28%-0.2pp | 3512.12%-3494.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,223 | $2,020-39.4% | $2,731-55.2% | $2,755-55.6% |
| Participant deferral / active EE | $2,129 | $2,924-27.2% | $4,000-46.8% | $4,296-50.4% |
| Admin fee / account holder | $14 | $3,681-99.6% | $3,998-99.7% | $6,918-99.8% |