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 3-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 | $10,424 | $77,899-86.6% | $149,673-93.0% | $75,163-86.1% |
| Participation rate | 47.2% | 65.6%-18.4pp | 78.8%-31.5pp | 67.2%-20.0pp |
| Annual return | 50.10% | 31.72%+18.4pp | 134.42%-84.3pp | 160.62%-110.5pp |
| Employer contribution / active EE | $1,523 | $3,137-51.5% | $4,818-68.4% | $2,670-43.0% |
| Participant deferral / active EE | $2,266 | $3,411-33.6% | $5,680-60.1% | $4,125-45.1% |
| Admin fee / account holder | $187 | $5,956-96.9% | $13,210-98.6% | $5,651-96.7% |