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 | $22,071 | $99,877-77.9% | $84,966-74.0% | $145,922-84.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 17.20% | 83.76%-66.6pp | 66.38%-49.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $702 | $3,231-78.3% | $2,727-74.3% | $4,660-84.9% |
| Participant deferral / active EE | $1,401 | $5,291-73.5% | $4,519-69.0% | $6,688-79.0% |
| Admin fee / account holder | $153 | $7,248-97.9% | $6,149-97.5% | $13,397-98.9% |