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 4-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 | $9,905 | $81,248-87.8% | $155,509-93.6% | $80,856-87.8% |
| Participation rate | 52.3% | 66.2%-14.0pp | 78.2%-25.9pp | 67.6%-15.4pp |
| Annual return | 13.69% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $467 | $3,100-84.9% | $4,672-90.0% | $2,755-83.1% |
| Participant deferral / active EE | $1,564 | $3,452-54.7% | $5,626-72.2% | $4,296-63.6% |
| Admin fee / account holder | $234 | $7,997-97.1% | $15,912-98.5% | $6,918-96.6% |