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 8-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 | $17,387 | $102,966-83.1% | $90,281-80.7% | $152,861-88.6% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.4%-37.0pp |
| Annual return | 25.36% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $760 | $3,139-75.8% | $2,854-73.4% | $4,762-84.0% |
| Participant deferral / active EE | $1,453 | $4,281-66.1% | $3,885-62.6% | $5,850-75.2% |
| Admin fee / account holder | $286 | $6,171-95.4% | $5,351-94.7% | $11,596-97.5% |