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 6-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 | $12,973 | $27,915-53.5% | $58,482-77.8% | $75,163-82.7% |
| Participation rate | 64.0% | 38.8%+25.2pp | 50.9%+13.1pp | 67.2%-3.2pp |
| Annual return | 23.67% | 44.20%-20.5pp | 4239.32%-4215.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $582 | $669-13.0% | $1,053-44.7% | $2,670-78.2% |
| Participant deferral / active EE | $2,541 | $1,201+111.5% | $1,924+32.1% | $4,125-38.4% |
| Admin fee / account holder | $153 | $1,726-91.1% | $2,516-93.9% | $5,651-97.3% |