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 8-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 | $24,287 | $91,190-73.4% | $178,490-86.4% | $79,858-69.6% |
| Participation rate | 53.5% | 69.2%-15.7pp | 81.9%-28.4pp | 69.6%-16.1pp |
| Annual return | 21.92% | 24.19%-2.3pp | 151.07%-129.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,317 | $3,256-59.5% | $5,011-73.7% | $2,471-46.7% |
| Participant deferral / active EE | $2,079 | $3,236-35.8% | $5,202-60.0% | $3,740-44.4% |
| Admin fee / account holder | $151 | $6,751-97.8% | $13,984-98.9% | $5,306-97.2% |