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 | $34,794 | $111,754-68.9% | $103,333-66.3% | $145,922-76.2% |
| Participation rate | 26.1% | 77.9%-51.8pp | 74.5%-48.4pp | 80.3%-54.2pp |
| Annual return | 17.88% | 24.77%-6.9pp | 24.88%-7.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,246 | $4,212-70.4% | $3,868-67.8% | $4,660-73.3% |
| Participant deferral / active EE | $1,663 | $5,619-70.4% | $5,057-67.1% | $6,688-75.1% |
| Admin fee / account holder | $190 | $9,750-98.0% | $8,355-97.7% | $13,397-98.6% |