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 4-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 | $57,041 | $175,202-67.4% | $149,673-61.9% | $139,434-59.1% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 20.74% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,117 | $5,474-79.6% | $4,818-76.8% | $4,751-76.5% |
| Participant deferral / active EE | $5,250 | $6,519-19.5% | $5,680-7.6% | $6,710-21.8% |
| Admin fee / account holder | $29 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |