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 | $9,789 | $81,248-88.0% | $155,509-93.7% | $80,856-87.9% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.6%-14.1pp |
| Annual return | 10.89% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $658 | $3,100-78.8% | $4,672-85.9% | $2,755-76.1% |
| Participant deferral / active EE | $1,054 | $3,452-69.5% | $5,626-81.3% | $4,296-75.5% |
| Admin fee / account holder | $298 | $7,997-96.3% | $15,912-98.1% | $6,918-95.7% |