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 | $35,254 | $74,888-52.9% | $71,209-50.5% | $142,382-75.2% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 16.91% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $941 | $2,854-67.0% | $2,721-65.4% | $4,299-78.1% |
| Participant deferral / active EE | $3,005 | $4,454-32.5% | $4,175-28.0% | $6,507-53.8% |
| Admin fee / account holder | $219 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |