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 4-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 | $106,304 | $29,660+258.4% | $56,411+88.4% | $80,856+31.5% |
| Participation rate | 16.7% | 41.6%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 15.15% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $362 | $669-45.9% | $1,039-65.1% | $2,755-86.9% |
| Participant deferral / active EE | $1,723 | $1,226+40.5% | $1,952-11.7% | $4,296-59.9% |
| Admin fee / account holder | $189 | $2,428-92.2% | $2,829-93.3% | $6,918-97.3% |