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 | $10,114 | $24,730-59.1% | $66,042-84.7% | $84,808-88.1% |
| Participation rate | 44.0% | 68.1%-24.1pp | 67.5%-23.5pp | 68.3%-24.3pp |
| Annual return | 20.96% | 79.55%-58.6pp | 52.11%-31.2pp | 40.90%-19.9pp |
| Employer contribution / active EE | $436 | $857-49.1% | $1,579-72.4% | $2,631-83.4% |
| Participant deferral / active EE | $2,585 | $1,737+48.8% | $2,835-8.8% | $4,212-38.6% |
| Admin fee / account holder | $188 | $3,014-93.8% | $5,747-96.7% | $7,344-97.4% |