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 | $15,043 | $52,279-71.2% | $89,391-83.2% | $79,858-81.2% |
| Participation rate | 17.2% | 57.5%-40.3pp | 68.0%-50.7pp | 69.6%-52.4pp |
| Annual return | 37.23% | 22.16%+15.1pp | 245.62%-208.4pp | 31.71%+5.5pp |
| Employer contribution / active EE | $487 | $1,572-69.0% | $2,586-81.2% | $2,471-80.3% |
| Participant deferral / active EE | $1,235 | $2,740-54.9% | $3,890-68.2% | $3,740-67.0% |
| Admin fee / account holder | $259 | $3,356-92.3% | $4,881-94.7% | $5,306-95.1% |