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 | $6,329 | $54,705-88.4% | $71,209-91.1% | $84,808-92.5% |
| Participation rate | 57.7% | 64.1%-6.4pp | 73.8%-16.1pp | 68.3%-10.6pp |
| Annual return | 36.76% | 35.90%+0.9pp | 282.51%-245.7pp | 40.90%-4.1pp |
| Employer contribution / active EE | $509 | $2,158-76.4% | $2,721-81.3% | $2,631-80.6% |
| Participant deferral / active EE | $1,126 | $3,030-62.9% | $4,175-73.0% | $4,212-73.3% |
| Admin fee / account holder | $1 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |