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 6-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 | $25,536 | $100,773-74.7% | $88,946-71.3% | $142,382-82.1% |
| Participation rate | 31.3% | 74.3%-43.0pp | 68.8%-37.6pp | 80.1%-48.9pp |
| Annual return | 22.69% | 70.18%-47.5pp | 57.82%-35.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $717 | $2,918-75.4% | $2,555-72.0% | $4,299-83.3% |
| Participant deferral / active EE | $1,372 | $5,230-73.8% | $4,581-70.1% | $6,507-78.9% |
| Admin fee / account holder | $159 | $9,693-98.4% | $8,261-98.1% | $12,624-98.7% |