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 | $9,013 | $29,660-69.6% | $56,411-84.0% | $80,856-88.9% |
| Participation rate | 37.5% | 41.6%-4.1pp | 52.5%-15.0pp | 67.6%-30.1pp |
| Annual return | 21.61% | 35.23%-13.6pp | 1701.33%-1679.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $722 | $669+7.8% | $1,039-30.5% | $2,755-73.8% |
| Participant deferral / active EE | $2,201 | $1,226+79.6% | $1,952+12.8% | $4,296-48.8% |
| Admin fee / account holder | $73 | $2,428-97.0% | $2,829-97.4% | $6,918-98.9% |