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 5-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 | $34,215 | $76,738-55.4% | $56,411-39.3% | $145,922-76.6% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 11.89% | 2994.23%-2982.3pp | 1701.33%-1689.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,150 | $1,380-16.7% | $1,039+10.7% | $4,660-75.3% |
| Participant deferral / active EE | $2,440 | $2,623-6.9% | $1,952+25.0% | $6,688-63.5% |
| Admin fee / account holder | $196 | $3,334-94.1% | $2,829-93.1% | $13,397-98.5% |