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 | $44,932 | $31,310+43.5% | $53,898-16.6% | $74,304-39.5% |
| Participation rate | 5.3% | 30.7%-25.4pp | 55.0%-49.7pp | 60.3%-55.1pp |
| Annual return | 17.10% | 23.16%-6.1pp | 528.60%-511.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $126 | $450-72.0% | $932-86.5% | $2,241-94.4% |
| Participant deferral / active EE | $432 | $934-53.7% | $1,826-76.3% | $3,767-88.5% |
| Admin fee / account holder | $251 | $2,175-88.5% | $2,491-89.9% | $2,969-91.6% |