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 6-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 | $25,277 | $58,208-56.6% | $81,812-69.1% | $80,856-68.7% |
| Participation rate | 42.2% | 63.4%-21.2pp | 72.3%-30.1pp | 67.6%-25.4pp |
| Annual return | 39.34% | 41.66%-2.3pp | 773.79%-734.4pp | 35.59%+3.7pp |
| Employer contribution / active EE | $396 | $2,340-83.1% | $2,912-86.4% | $2,755-85.6% |
| Participant deferral / active EE | $2,590 | $3,281-21.0% | $4,319-40.0% | $4,296-39.7% |
| Admin fee / account holder | $143 | $4,981-97.1% | $7,386-98.1% | $6,918-97.9% |