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 | $21,924 | $85,202-74.3% | $172,739-87.3% | $72,985-70.0% |
| Participation rate | 45.5% | 70.1%-24.6pp | 82.6%-37.2pp | 69.5%-24.0pp |
| Annual return | 24.32% | 27.32%-3.0pp | 802.84%-778.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,212 | $3,324-63.5% | $5,143-76.4% | $2,440-50.3% |
| Participant deferral / active EE | $2,677 | $3,260-17.9% | $5,198-48.5% | $3,607-25.8% |
| Admin fee / account holder | $180 | $5,884-96.9% | $13,954-98.7% | $5,124-96.5% |