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 | $33,124 | $111,724-70.4% | $93,606-64.6% | $145,922-77.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.95% | 202.98%-186.0pp | 133.20%-116.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $874 | $3,090-71.7% | $2,420-63.9% | $4,660-81.2% |
| Participant deferral / active EE | $2,459 | $4,912-49.9% | $4,411-44.3% | $6,688-63.2% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |