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 3-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 | $38,158 | $29,660+28.7% | $56,411-32.4% | $80,856-52.8% |
| Participation rate | 16.7% | 41.6%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 17.28% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $336 | $669-49.8% | $1,039-67.6% | $2,755-87.8% |
| Participant deferral / active EE | $2,033 | $1,226+65.8% | $1,952+4.2% | $4,296-52.7% |
| Admin fee / account holder | $195 | $2,428-92.0% | $2,829-93.1% | $6,918-97.2% |