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 | $8,910 | $80,717-89.0% | $154,803-94.2% | $84,808-89.5% |
| Participation rate | 65.5% | 66.8%-1.3pp | 78.1%-12.6pp | 68.3%-2.8pp |
| Annual return | 24.35% | 37.96%-13.6pp | 58.88%-34.5pp | 40.90%-16.5pp |
| Employer contribution / active EE | $772 | $2,761-72.0% | $4,305-82.1% | $2,631-70.6% |
| Participant deferral / active EE | $1,377 | $3,303-58.3% | $5,540-75.1% | $4,212-67.3% |
| Admin fee / account holder | $138 | $6,746-98.0% | $14,329-99.0% | $7,344-98.1% |