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 9-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 | $22,786 | $34,308-33.6% | $74,701-69.5% | $72,985-68.8% |
| Participation rate | 13.8% | 42.4%-28.5pp | 54.5%-40.6pp | 69.5%-55.6pp |
| Annual return | 28.17% | 26.58%+1.6pp | 752.92%-724.8pp | 81.00%-52.8pp |
| Employer contribution / active EE | $565 | $692-18.3% | $1,084-47.9% | $2,440-76.8% |
| Participant deferral / active EE | $1,051 | $1,271-17.3% | $1,964-46.5% | $3,607-70.9% |
| Admin fee / account holder | $151 | $2,124-92.9% | $3,333-95.5% | $5,124-97.1% |