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 | $29,242 | $157,256-81.4% | $141,162-79.3% | $152,861-80.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 24.55% | 64.32%-39.8pp | 71.39%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,319 | $5,261-74.9% | $4,735-72.1% | $4,762-72.3% |
| Participant deferral / active EE | $3,322 | $7,109-53.3% | $6,709-50.5% | $5,850-43.2% |
| Admin fee / account holder | $17 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |