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 6-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 | $34,723 | $102,317-66.1% | $146,958-76.4% | $80,856-57.1% |
| Participation rate | 54.2% | 75.8%-21.6pp | 82.2%-27.9pp | 67.6%-13.4pp |
| Annual return | 16.05% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,609 | $3,713-56.7% | $4,933-67.4% | $2,755-41.6% |
| Participant deferral / active EE | $3,089 | $6,644-53.5% | $8,070-61.7% | $4,296-28.1% |
| Admin fee / account holder | $288 | $7,941-96.4% | $12,998-97.8% | $6,918-95.8% |