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 | $33,064 | $183,519-82.0% | $155,509-78.7% | $145,922-77.3% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 21.40% | 61.17%-39.8pp | 64.67%-43.3pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,224 | $5,313-77.0% | $4,672-73.8% | $4,660-73.7% |
| Participant deferral / active EE | $2,913 | $6,462-54.9% | $5,626-48.2% | $6,688-56.4% |
| Admin fee / account holder | $284 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |