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 7-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 | $35,251 | $99,918-64.7% | $81,382-56.7% | $145,922-75.8% |
| Participation rate | 54.5% | 74.2%-19.6pp | 69.5%-14.9pp | 80.3%-25.7pp |
| Annual return | 21.07% | 34.32%-13.3pp | 24.73%-3.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $741 | $2,978-75.1% | $2,463-69.9% | $4,660-84.1% |
| Participant deferral / active EE | $4,824 | $4,605+4.7% | $3,883+24.2% | $6,688-27.9% |
| Admin fee / account holder | $18 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |