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 3-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 | $23,837 | $70,606-66.2% | $53,898-55.8% | $142,382-83.3% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.51% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $834 | $1,202-30.7% | $932-10.6% | $4,299-80.6% |
| Participant deferral / active EE | $2,488 | $2,364+5.2% | $1,826+36.2% | $6,507-61.8% |
| Admin fee / account holder | $190 | $2,852-93.3% | $2,491-92.4% | $12,624-98.5% |