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 | $24,413 | $115,770-78.9% | $101,248-75.9% | $158,922-84.6% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 24.17% | 56.14%-32.0pp | 46.47%-22.3pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,046 | $4,175-74.9% | $3,660-71.4% | $4,761-78.0% |
| Participant deferral / active EE | $1,760 | $4,957-64.5% | $4,370-59.7% | $5,982-70.6% |
| Admin fee / account holder | $105 | $7,245-98.6% | $5,945-98.2% | $11,246-99.1% |