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 | $34,461 | $121,625-71.7% | $104,607-67.1% | $158,922-78.3% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 47.21% | 465.26%-418.1pp | 340.46%-293.3pp | 302.83%-255.6pp |
| Employer contribution / active EE | $980 | $3,163-69.0% | $2,681-63.4% | $4,761-79.4% |
| Participant deferral / active EE | $2,394 | $4,177-42.7% | $3,740-36.0% | $5,982-60.0% |
| Admin fee / account holder | $161 | $7,787-97.9% | $6,473-97.5% | $11,246-98.6% |