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 | $43,037 | $158,398-72.8% | $126,539-66.0% | $142,382-69.8% |
| Participation rate | 25.0% | 75.8%-50.8pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 21.11% | 593.76%-572.7pp | 425.95%-404.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $505 | $4,650-89.1% | $3,674-86.2% | $4,299-88.2% |
| Participant deferral / active EE | $800 | $4,767-83.2% | $4,083-80.4% | $6,507-87.7% |
| Admin fee / account holder | $247 | $6,918-96.4% | $6,065-95.9% | $12,624-98.0% |