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 | $54,642 | $217,402-74.9% | $185,823-70.6% | $167,490-67.4% |
| Participation rate | 37.5% | 86.0%-48.5pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 13.13% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,036 | $5,873-65.3% | $5,167-60.6% | $4,837-57.9% |
| Participant deferral / active EE | $6,865 | $6,356+8.0% | $5,568+23.3% | $6,341+8.3% |
| Admin fee / account holder | $67 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |