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 | $34,173 | $111,754-69.4% | $103,333-66.9% | $145,922-76.6% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,244 | $4,212-70.5% | $3,868-67.8% | $4,660-73.3% |
| Participant deferral / active EE | $1,555 | $5,619-72.3% | $5,057-69.3% | $6,688-76.7% |
| Admin fee / account holder | $22 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |