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 5-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 | $37,587 | $30,400+23.6% | $53,898-30.3% | $84,808-55.7% |
| Participation rate | 37.2% | 46.4%-9.2pp | 55.0%-17.8pp | 68.3%-31.1pp |
| Annual return | 22.14% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,304 | $603+116.3% | $932+39.9% | $2,631-50.4% |
| Participant deferral / active EE | $3,134 | $1,199+161.5% | $1,826+71.6% | $4,212-25.6% |
| Admin fee / account holder | $202 | $1,993-89.9% | $2,491-91.9% | $7,344-97.3% |