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 | $20,602 | $177,572-88.4% | $154,803-86.7% | $142,382-85.5% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.1%-24.2pp | 80.1%-26.3pp |
| Annual return | 11.84% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,014 | $4,810-78.9% | $4,305-76.4% | $4,299-76.4% |
| Participant deferral / active EE | $1,855 | $6,272-70.4% | $5,540-66.5% | $6,507-71.5% |
| Admin fee / account holder | $135 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |