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 | $11,805 | $108,172-89.1% | $77,482-84.8% | $158,922-92.6% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 28.13% | 31.67%-3.5pp | 54.79%-26.7pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,164 | $1,325-12.1% | $986+18.0% | $4,761-75.5% |
| Participant deferral / active EE | $1,360 | $2,456-44.6% | $1,861-26.9% | $5,982-77.3% |
| Admin fee / account holder | $118 | $3,708-96.8% | $2,858-95.9% | $11,246-98.9% |