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 | $33,392 | $183,519-81.8% | $155,509-78.5% | $145,922-77.1% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 12.22% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,802 | $5,313-66.1% | $4,672-61.4% | $4,660-61.3% |
| Participant deferral / active EE | $2,867 | $6,462-55.6% | $5,626-49.0% | $6,688-57.1% |
| Admin fee / account holder | $247 | $19,313-98.7% | $15,912-98.4% | $13,397-98.2% |