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 7-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 | $41,057 | $83,477-50.8% | $125,175-67.2% | $72,985-43.7% |
| Participation rate | 41.2% | 73.3%-32.1pp | 79.8%-38.6pp | 69.5%-28.3pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $782 | $2,345-66.6% | $3,865-79.8% | $2,440-67.9% |
| Participant deferral / active EE | $2,147 | $3,585-40.1% | $4,937-56.5% | $3,607-40.5% |
| Admin fee / account holder | $153 | $5,517-97.2% | $9,702-98.4% | $5,124-97.0% |