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 5-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 | $19,582 | $70,606-72.3% | $53,898-63.7% | $142,382-86.2% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 23.22% | 619.81%-596.6pp | 528.60%-505.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $609 | $1,202-49.3% | $932-34.7% | $4,299-85.8% |
| Participant deferral / active EE | $2,159 | $2,364-8.7% | $1,826+18.2% | $6,507-66.8% |
| Admin fee / account holder | $167 | $2,852-94.1% | $2,491-93.3% | $12,624-98.7% |