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 | $18,414 | $29,660-37.9% | $56,411-67.4% | $80,856-77.2% |
| Participation rate | 16.7% | 41.6%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 47.70% | 35.23%+12.5pp | 1701.33%-1653.6pp | 35.59%+12.1pp |
| Employer contribution / active EE | $258 | $669-61.5% | $1,039-75.2% | $2,755-90.6% |
| Participant deferral / active EE | $2,020 | $1,226+64.7% | $1,952+3.5% | $4,296-53.0% |
| Admin fee / account holder | $200 | $2,428-91.7% | $2,829-92.9% | $6,918-97.1% |