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 | $36,241 | $53,516-32.3% | $126,539-71.4% | $84,808-57.3% |
| Participation rate | 48.3% | 58.2%-9.9pp | 69.8%-21.5pp | 68.3%-20.0pp |
| Annual return | 24.32% | 58.34%-34.0pp | 425.95%-401.6pp | 40.90%-16.6pp |
| Employer contribution / active EE | $717 | $1,535-53.3% | $3,674-80.5% | $2,631-72.7% |
| Participant deferral / active EE | $1,931 | $2,671-27.7% | $4,083-52.7% | $4,212-54.1% |
| Admin fee / account holder | $32 | $4,497-99.3% | $6,065-99.5% | $7,344-99.6% |