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 | $8,258 | $100,773-91.8% | $88,946-90.7% | $142,382-94.2% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 26.01% | 70.18%-44.2pp | 57.82%-31.8pp | 217.08%-191.1pp |
| Employer contribution / active EE | $792 | $2,918-72.8% | $2,555-69.0% | $4,299-81.6% |
| Participant deferral / active EE | $1,092 | $5,230-79.1% | $4,581-76.2% | $6,507-83.2% |
| Admin fee / account holder | $19 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |