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 | $32,876 | $101,069-67.5% | $81,478-59.7% | $147,584-77.7% |
| Participation rate | 20.0% | 74.5%-54.5pp | 68.0%-48.0pp | 82.8%-62.8pp |
| Annual return | 24.32% | 32.40%-8.1pp | 38.78%-14.5pp | 578.55%-554.2pp |
| Employer contribution / active EE | $624 | $3,205-80.5% | $2,568-75.7% | $4,876-87.2% |
| Participant deferral / active EE | $936 | $4,242-77.9% | $3,537-73.5% | $5,439-82.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |