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 | $8,203 | $39,019-79.0% | $80,716-89.8% | $85,850-90.4% |
| Participation rate | 38.5% | 41.5%-3.1pp | 54.2%-15.7pp | 69.3%-30.9pp |
| Annual return | 25.61% | 26.27%-0.7pp | 87.28%-61.7pp | 318.53%-292.9pp |
| Employer contribution / active EE | $594 | $722-17.8% | $1,160-48.8% | $2,565-76.8% |
| Participant deferral / active EE | $1,368 | $1,326+3.2% | $2,146-36.2% | $3,952-65.4% |
| Admin fee / account holder | $1 | $2,431-99.9% | $3,380-100.0% | $6,260-100.0% |