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 6-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 | $45,685 | $127,065-64.0% | $113,168-59.6% | $142,382-67.9% |
| Participation rate | 58.3% | 79.2%-20.9pp | 76.6%-18.2pp | 80.1%-21.8pp |
| Annual return | 18.23% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $908 | $3,442-73.6% | $2,975-69.5% | $4,299-78.9% |
| Participant deferral / active EE | $4,567 | $5,716-20.1% | $5,107-10.6% | $6,507-29.8% |
| Admin fee / account holder | $17 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |