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 7-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 | $23,964 | $74,888-68.0% | $71,209-66.3% | $142,382-83.2% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 15.75% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,050 | $2,854-63.2% | $2,721-61.4% | $4,299-75.6% |
| Participant deferral / active EE | $1,454 | $4,454-67.3% | $4,175-65.2% | $6,507-77.6% |
| Admin fee / account holder | $151 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |