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 8-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 | $26,033 | $105,931-75.4% | $81,930-68.2% | $158,922-83.6% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 17.92% | 38.17%-20.3pp | 29.49%-11.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $539 | $7,800-93.1% | $4,310-87.5% | $4,761-88.7% |
| Participant deferral / active EE | $3,910 | $13,003-69.9% | $7,107-45.0% | $5,982-34.6% |
| Admin fee / account holder | $230 | $8,489-97.3% | $5,158-95.5% | $11,246-98.0% |