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 | $20,481 | $81,632-74.9% | $70,449-70.9% | $158,922-87.1% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 24.47% | 208.40%-183.9pp | 109.03%-84.6pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,141 | $3,217-64.5% | $2,737-58.3% | $4,761-76.0% |
| Participant deferral / active EE | $3,596 | $4,554-21.0% | $3,709-3.0% | $5,982-39.9% |
| Admin fee / account holder | $4 | $6,193-99.9% | $3,845-99.9% | $11,246-100.0% |