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 | $20,026 | $112,881-82.3% | $90,951-78.0% | $158,922-87.4% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 15.76% | 215.79%-200.0pp | 134.60%-118.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,407 | $2,893-51.4% | $2,122-33.7% | $4,761-70.4% |
| Participant deferral / active EE | $5,456 | $4,128+32.2% | $3,373+61.7% | $5,982-8.8% |
| Admin fee / account holder | $258 | $8,041-96.8% | $5,959-95.7% | $11,246-97.7% |