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 9-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 | $37,589 | $107,334-65.0% | $92,893-59.5% | $152,861-75.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 28.48% | 145.58%-117.1pp | 109.41%-80.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,661 | $4,221-60.7% | $3,653-54.5% | $4,762-65.1% |
| Participant deferral / active EE | $3,933 | $4,845-18.8% | $4,236-7.1% | $5,850-32.8% |
| Admin fee / account holder | $148 | $7,079-97.9% | $5,794-97.4% | $11,596-98.7% |