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 | $27,845 | $100,901-72.4% | $75,670-63.2% | $147,584-81.1% |
| Participation rate | 29.2% | 77.1%-48.0pp | 72.3%-43.2pp | 82.8%-53.7pp |
| Annual return | 20.45% | 35.78%-15.3pp | 27.34%-6.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $439 | $3,253-86.5% | $2,352-81.3% | $4,876-91.0% |
| Participant deferral / active EE | $1,324 | $4,027-67.1% | $3,142-57.9% | $5,439-75.7% |
| Admin fee / account holder | $241 | $11,285-97.9% | $5,800-95.8% | $10,885-97.8% |