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 10-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 | $39,635 | $108,172-63.4% | $77,482-48.8% | $158,922-75.1% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | 0.21% | 31.67%-31.5pp | 54.79%-54.6pp | 302.83%-302.6pp |
| Employer contribution / active EE | $159 | $1,325-88.0% | $986-83.9% | $4,761-96.7% |
| Participant deferral / active EE | $198 | $2,456-91.9% | $1,861-89.4% | $5,982-96.7% |
| Admin fee / account holder | $58 | $3,708-98.4% | $2,858-98.0% | $11,246-99.5% |