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 3-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 | $9,548 | $26,114-63.4% | $58,482-83.7% | $74,419-87.2% |
| Participation rate | 12.7% | 32.1%-19.4pp | 50.9%-38.1pp | 70.7%-58.0pp |
| Annual return | 30.05% | 32.51%-2.5pp | 4239.32%-4209.3pp | 34.38%-4.3pp |
| Employer contribution / active EE | $293 | $536-45.4% | $1,053-72.2% | $2,637-88.9% |
| Participant deferral / active EE | $478 | $1,075-55.6% | $1,924-75.2% | $4,528-89.5% |
| Admin fee / account holder | $60 | $649-90.7% | $2,516-97.6% | $348-82.7% |