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 | $61,351 | $106,890-42.6% | $84,015-27.0% | $152,861-59.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.4%-57.4pp |
| Annual return | 25.26% | 104.99%-79.7pp | 71.31%-46.0pp | 345.32%-320.1pp |
| Employer contribution / active EE | $878 | $2,734-67.9% | $1,983-55.7% | $4,762-81.6% |
| Participant deferral / active EE | $2,341 | $4,011-41.6% | $3,239-27.7% | $5,850-60.0% |
| Admin fee / account holder | $15 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |