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 | $57,421 | $107,334-46.5% | $92,893-38.2% | $152,861-62.4% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.4%-40.8pp |
| Annual return | 23.32% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $757 | $4,221-82.1% | $3,653-79.3% | $4,762-84.1% |
| Participant deferral / active EE | $2,098 | $4,845-56.7% | $4,236-50.5% | $5,850-64.1% |
| Admin fee / account holder | $235 | $7,079-96.7% | $5,794-95.9% | $11,596-98.0% |