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 | $30,300 | $115,882-73.9% | $100,516-69.9% | $158,922-80.9% |
| Participation rate | 35.7% | 81.6%-45.9pp | 79.4%-43.7pp | 82.0%-46.2pp |
| Annual return | 23.59% | 34.79%-11.2pp | 30.89%-7.3pp | 302.83%-279.2pp |
| Employer contribution / active EE | $935 | $4,103-77.2% | $3,418-72.6% | $4,761-80.4% |
| Participant deferral / active EE | $2,609 | $6,674-60.9% | $6,270-58.4% | $5,982-56.4% |
| Admin fee / account holder | $25 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |