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 7-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 | $41,314 | $110,502-62.6% | $80,716-48.8% | $167,490-75.3% |
| Participation rate | 10.5% | 64.0%-53.4pp | 54.2%-43.6pp | 82.1%-71.6pp |
| Annual return | 19.66% | 120.54%-100.9pp | 87.28%-67.6pp | 478.56%-458.9pp |
| Employer contribution / active EE | $134 | $1,543-91.3% | $1,160-88.5% | $4,837-97.2% |
| Participant deferral / active EE | $1,037 | $2,871-63.9% | $2,146-51.7% | $6,341-83.6% |
| Admin fee / account holder | $3 | $4,545-99.9% | $3,380-99.9% | $12,309-100.0% |