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 | $24,249 | $29,660-18.2% | $56,411-57.0% | $80,856-70.0% |
| Participation rate | 24.6% | 41.6%-17.0pp | 52.5%-27.8pp | 67.6%-43.0pp |
| Annual return | 15.03% | 35.23%-20.2pp | 1701.33%-1686.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $420 | $669-37.2% | $1,039-59.5% | $2,755-84.7% |
| Participant deferral / active EE | $1,083 | $1,226-11.6% | $1,952-44.5% | $4,296-74.8% |
| Admin fee / account holder | $260 | $2,428-89.3% | $2,829-90.8% | $6,918-96.2% |