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 10-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 | $48,692 | $108,172-55.0% | $77,482-37.2% | $158,922-69.4% |
| Participation rate | 22.2% | 64.4%-42.2pp | 54.2%-32.0pp | 82.0%-59.7pp |
| Annual return | 18.96% | 31.67%-12.7pp | 54.79%-35.8pp | 302.83%-283.9pp |
| Employer contribution / active EE | $155 | $1,325-88.3% | $986-84.3% | $4,761-96.8% |
| Participant deferral / active EE | $488 | $2,456-80.1% | $1,861-73.8% | $5,982-91.8% |
| Admin fee / account holder | $60 | $3,708-98.4% | $2,858-97.9% | $11,246-99.5% |