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 | $49,761 | $61,605-19.2% | $112,229-55.7% | $75,163-33.8% |
| Participation rate | 30.8% | 61.7%-30.9pp | 72.4%-41.7pp | 67.2%-36.4pp |
| Annual return | 21.64% | 28.47%-6.8pp | 30.20%-8.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $570 | $2,015-71.7% | $3,430-83.4% | $2,670-78.6% |
| Participant deferral / active EE | $1,884 | $3,108-39.4% | $4,798-60.7% | $4,125-54.3% |
| Admin fee / account holder | $89 | $4,862-98.2% | $7,748-98.9% | $5,651-98.4% |