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 | $26,597 | $29,660-10.3% | $56,411-52.9% | $80,856-67.1% |
| Participation rate | 28.9% | 41.6%-12.8pp | 52.5%-23.6pp | 67.6%-38.7pp |
| Annual return | 17.68% | 35.23%-17.5pp | 1701.33%-1683.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $824 | $669+23.0% | $1,039-20.7% | $2,755-70.1% |
| Participant deferral / active EE | $2,383 | $1,226+94.4% | $1,952+22.1% | $4,296-44.5% |
| Admin fee / account holder | $173 | $2,428-92.9% | $2,829-93.9% | $6,918-97.5% |