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 | $37,520 | $111,724-66.4% | $93,606-59.9% | $145,922-74.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 11.71% | 202.98%-191.3pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,684 | $3,090-45.5% | $2,420-30.4% | $4,660-63.9% |
| Participant deferral / active EE | $3,790 | $4,912-22.8% | $4,411-14.1% | $6,688-43.3% |
| Admin fee / account holder | $242 | $10,250-97.6% | $8,285-97.1% | $13,397-98.2% |