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 8-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 | $46,262 | $165,335-72.0% | $149,696-69.1% | $158,922-70.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 24.22% | 348.15%-323.9pp | 276.60%-252.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,117 | $5,103-78.1% | $4,644-76.0% | $4,761-76.5% |
| Participant deferral / active EE | $5,595 | $7,181-22.1% | $6,842-18.2% | $5,982-6.5% |
| Admin fee / account holder | $188 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |