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 3-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 | $8,892 | $58,208-84.7% | $81,812-89.1% | $80,856-89.0% |
| Participation rate | 54.8% | 63.4%-8.7pp | 72.3%-17.6pp | 67.6%-12.9pp |
| Annual return | 600.19% | 41.66%+558.5pp | 773.79%-173.6pp | 35.59%+564.6pp |
| Employer contribution / active EE | $985 | $2,340-57.9% | $2,912-66.2% | $2,755-64.2% |
| Participant deferral / active EE | $1,498 | $3,281-54.3% | $4,319-65.3% | $4,296-65.1% |
| Admin fee / account holder | $85 | $4,981-98.3% | $7,386-98.9% | $6,918-98.8% |