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 10-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 | $20,075 | $34,308-41.5% | $74,701-73.1% | $72,985-72.5% |
| Participation rate | 27.5% | 42.4%-14.9pp | 54.5%-27.0pp | 69.5%-42.0pp |
| Annual return | 21.79% | 26.58%-4.8pp | 752.92%-731.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $309 | $692-55.3% | $1,084-71.5% | $2,440-87.3% |
| Participant deferral / active EE | $1,009 | $1,271-20.6% | $1,964-48.6% | $3,607-72.0% |
| Admin fee / account holder | $149 | $2,124-93.0% | $3,333-95.5% | $5,124-97.1% |