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 6-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 | $37,847 | $108,172-65.0% | $77,482-51.2% | $158,922-76.2% |
| Participation rate | 7.1% | 64.4%-57.3pp | 54.2%-47.0pp | 82.0%-74.8pp |
| Annual return | 16.42% | 31.67%-15.3pp | 54.79%-38.4pp | 302.83%-286.4pp |
| Employer contribution / active EE | $33 | $1,325-97.5% | $986-96.7% | $4,761-99.3% |
| Participant deferral / active EE | $173 | $2,456-93.0% | $1,861-90.7% | $5,982-97.1% |
| Admin fee / account holder | $147 | $3,708-96.0% | $2,858-94.9% | $11,246-98.7% |