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 6-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 | $27,884 | $48,795-42.9% | $65,493-57.4% | $84,808-67.1% |
| Participation rate | 34.5% | 67.0%-32.5pp | 73.1%-38.6pp | 68.3%-33.8pp |
| Annual return | 14.32% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $618 | $1,930-68.0% | $2,574-76.0% | $2,631-76.5% |
| Participant deferral / active EE | $3,158 | $2,928+7.8% | $3,961-20.3% | $4,212-25.0% |
| Admin fee / account holder | $4 | $3,877-99.9% | $5,028-99.9% | $7,344-99.9% |