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 5-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 | $39,906 | $48,230-17.3% | $67,502-40.9% | $80,856-50.6% |
| Participation rate | 23.3% | 66.4%-43.0pp | 72.9%-49.5pp | 67.6%-44.3pp |
| Annual return | 14.97% | 18.28%-3.3pp | 3512.12%-3497.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $492 | $2,020-75.6% | $2,731-82.0% | $2,755-82.1% |
| Participant deferral / active EE | $1,915 | $2,924-34.5% | $4,000-52.1% | $4,296-55.4% |
| Admin fee / account holder | $115 | $3,681-96.9% | $3,998-97.1% | $6,918-98.3% |