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 10-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 | $21,554 | $106,890-79.8% | $84,015-74.3% | $152,861-85.9% |
| Participation rate | 47.4% | 75.2%-27.9pp | 69.0%-21.6pp | 82.4%-35.1pp |
| Annual return | 26.24% | 104.99%-78.7pp | 71.31%-45.1pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,223 | $2,734-55.3% | $1,983-38.3% | $4,762-74.3% |
| Participant deferral / active EE | $2,038 | $4,011-49.2% | $3,239-37.1% | $5,850-65.2% |
| Admin fee / account holder | $234 | $8,285-97.2% | $6,101-96.2% | $11,596-98.0% |