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 | $20,350 | $51,576-60.5% | $129,207-84.3% | $80,856-74.8% |
| Participation rate | 33.3% | 57.0%-23.6pp | 69.6%-36.3pp | 67.6%-34.3pp |
| Annual return | 17.91% | 20.81%-2.9pp | 9417.33%-9399.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $353 | $1,584-77.7% | $4,153-91.5% | $2,755-87.2% |
| Participant deferral / active EE | $1,108 | $2,669-58.5% | $4,168-73.4% | $4,296-74.2% |
| Admin fee / account holder | $10 | $4,305-99.8% | $7,715-99.9% | $6,918-99.9% |