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 | $21,204 | $37,426-43.3% | $77,482-72.6% | $79,858-73.4% |
| Participation rate | 18.4% | 41.5%-23.1pp | 54.2%-35.8pp | 69.6%-51.2pp |
| Annual return | 29.51% | 39.70%-10.2pp | 54.79%-25.3pp | 31.71%-2.2pp |
| Employer contribution / active EE | $424 | $637-33.3% | $986-57.0% | $2,471-82.8% |
| Participant deferral / active EE | $643 | $1,260-49.0% | $1,861-65.5% | $3,740-82.8% |
| Admin fee / account holder | $170 | $2,504-93.2% | $2,858-94.1% | $5,306-96.8% |