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 9-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 | $63,538 | $96,635-34.2% | $86,612-26.6% | $139,434-54.4% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 17.60% | 106.41%-88.8pp | 591.07%-573.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $932 | $3,263-71.4% | $3,022-69.2% | $4,751-80.4% |
| Participant deferral / active EE | $3,784 | $4,836-21.8% | $4,438-14.7% | $6,710-43.6% |
| Admin fee / account holder | $238 | $6,408-96.3% | $5,614-95.8% | $11,403-97.9% |