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 | $24,900 | $157,256-84.2% | $141,162-82.4% | $152,861-83.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 18.14% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,355 | $5,261-55.2% | $4,735-50.3% | $4,762-50.6% |
| Participant deferral / active EE | $6,132 | $7,109-13.7% | $6,709-8.6% | $5,850+4.8% |
| Admin fee / account holder | $297 | $12,120-97.6% | $10,261-97.1% | $11,596-97.4% |