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 | $39,326 | $169,032-76.7% | $129,207-69.6% | $145,922-73.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.78% | 14330.11%-14318.3pp | 9417.33%-9405.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,686 | $5,537-69.5% | $4,153-59.4% | $4,660-63.8% |
| Participant deferral / active EE | $3,746 | $4,987-24.9% | $4,168-10.1% | $6,688-44.0% |
| Admin fee / account holder | $149 | $9,954-98.5% | $7,715-98.1% | $13,397-98.9% |