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 7-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 | $39,985 | $150,187-73.4% | $120,354-66.8% | $145,922-72.6% |
| Participation rate | 64.3% | 78.8%-14.5pp | 71.9%-7.6pp | 80.3%-16.0pp |
| Annual return | 15.16% | 154.07%-138.9pp | 107.15%-92.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $881 | $4,348-79.7% | $3,463-74.6% | $4,660-81.1% |
| Participant deferral / active EE | $2,002 | $6,173-67.6% | $4,991-59.9% | $6,688-70.1% |
| Admin fee / account holder | $19 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |