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 | $9,771 | $48,795-80.0% | $65,493-85.1% | $84,808-88.5% |
| Participation rate | 55.6% | 67.0%-11.4pp | 73.1%-17.5pp | 68.3%-12.8pp |
| Annual return | 21.33% | 20.20%+1.1pp | 982.45%-961.1pp | 40.90%-19.6pp |
| Employer contribution / active EE | $751 | $1,930-61.1% | $2,574-70.8% | $2,631-71.5% |
| Participant deferral / active EE | $1,064 | $2,928-63.7% | $3,961-73.1% | $4,212-74.7% |
| Admin fee / account holder | $219 | $3,877-94.3% | $5,028-95.6% | $7,344-97.0% |