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 3-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 | $23,561 | $111,724-78.9% | $93,606-74.8% | $145,922-83.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 8.58% | 202.98%-194.4pp | 133.20%-124.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $888 | $3,090-71.3% | $2,420-63.3% | $4,660-81.0% |
| Participant deferral / active EE | $2,226 | $4,912-54.7% | $4,411-49.5% | $6,688-66.7% |
| Admin fee / account holder | $4 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |