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 | $42,413 | $175,202-75.8% | $149,673-71.7% | $139,434-69.6% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 28.90% | 166.71%-137.8pp | 134.42%-105.5pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,302 | $5,474-57.9% | $4,818-52.2% | $4,751-51.5% |
| Participant deferral / active EE | $4,570 | $6,519-29.9% | $5,680-19.5% | $6,710-31.9% |
| Admin fee / account holder | $184 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |