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 9-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 | $20,088 | $108,172-81.4% | $77,482-74.1% | $158,922-87.4% |
| Participation rate | 31.8% | 64.4%-32.6pp | 54.2%-22.4pp | 82.0%-50.1pp |
| Annual return | 39.43% | 31.67%+7.8pp | 54.79%-15.4pp | 302.83%-263.4pp |
| Employer contribution / active EE | $825 | $1,325-37.7% | $986-16.4% | $4,761-82.7% |
| Participant deferral / active EE | $1,557 | $2,456-36.6% | $1,861-16.4% | $5,982-74.0% |
| Admin fee / account holder | $37 | $3,708-99.0% | $2,858-98.7% | $11,246-99.7% |