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 | $9,284 | $58,208-84.1% | $81,812-88.7% | $80,856-88.5% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.3%-39.0pp | 67.6%-34.3pp |
| Annual return | 11.17% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $757 | $2,340-67.6% | $2,912-74.0% | $2,755-72.5% |
| Participant deferral / active EE | $1,014 | $3,281-69.1% | $4,319-76.5% | $4,296-76.4% |
| Admin fee / account holder | $112 | $4,981-97.8% | $7,386-98.5% | $6,918-98.4% |