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 5-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 | $8,592 | $29,660-71.0% | $56,411-84.8% | $80,856-89.4% |
| Participation rate | 61.9% | 41.6%+20.3pp | 52.5%+9.4pp | 67.6%-5.7pp |
| Annual return | 18.33% | 35.23%-16.9pp | 1701.33%-1683.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $811 | $669+21.2% | $1,039-21.9% | $2,755-70.6% |
| Participant deferral / active EE | $1,472 | $1,226+20.1% | $1,952-24.6% | $4,296-65.7% |
| Admin fee / account holder | $213 | $2,428-91.2% | $2,829-92.5% | $6,918-96.9% |