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 | $30,327 | $117,381-74.2% | $99,443-69.5% | $152,861-80.2% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 21.03% | 31.87%-10.8pp | 30.72%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,211 | $3,013-59.8% | $2,540-52.3% | $4,762-74.6% |
| Participant deferral / active EE | $6,370 | $4,086+55.9% | $3,619+76.0% | $5,850+8.9% |
| Admin fee / account holder | $253 | $7,631-96.7% | $6,250-96.0% | $11,596-97.8% |