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 6-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 | $35,125 | $111,724-68.6% | $93,606-62.5% | $145,922-75.9% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.6pp |
| Annual return | 13.07% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,849 | $3,090-40.1% | $2,420-23.6% | $4,660-60.3% |
| Participant deferral / active EE | $2,984 | $4,912-39.3% | $4,411-32.4% | $6,688-55.4% |
| Admin fee / account holder | $155 | $10,250-98.5% | $8,285-98.1% | $13,397-98.8% |