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 | $49,425 | $29,660+66.6% | $56,411-12.4% | $80,856-38.9% |
| Participation rate | 29.0% | 41.6%-12.6pp | 52.5%-23.4pp | 67.6%-38.6pp |
| Annual return | 10.88% | 35.23%-24.3pp | 1701.33%-1690.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $609 | $669-9.1% | $1,039-41.4% | $2,755-77.9% |
| Participant deferral / active EE | $2,433 | $1,226+98.4% | $1,952+24.6% | $4,296-43.4% |
| Admin fee / account holder | $46 | $2,428-98.1% | $2,829-98.4% | $6,918-99.3% |