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 8-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 | $18,830 | $96,484-80.5% | $75,886-75.2% | $152,861-87.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 35.35% | 33.98%+1.4pp | 30.76%+4.6pp | 345.32%-310.0pp |
| Employer contribution / active EE | $1,311 | $3,309-60.4% | $2,500-47.6% | $4,762-72.5% |
| Participant deferral / active EE | $3,113 | $4,553-31.6% | $3,603-13.6% | $5,850-46.8% |
| Admin fee / account holder | $231 | $8,078-97.1% | $5,418-95.7% | $11,596-98.0% |