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 10-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 | $30,440 | $99,877-69.5% | $84,966-64.2% | $145,922-79.1% |
| Participation rate | 54.5% | 74.1%-19.5pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | 22.09% | 83.76%-61.7pp | 66.38%-44.3pp | 561.29%-539.2pp |
| Employer contribution / active EE | $650 | $3,231-79.9% | $2,727-76.2% | $4,660-86.1% |
| Participant deferral / active EE | $1,606 | $5,291-69.6% | $4,519-64.5% | $6,688-76.0% |
| Admin fee / account holder | $30 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |