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 3-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 | $53,288 | $158,398-66.4% | $126,539-57.9% | $142,382-62.6% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 30.45% | 593.76%-563.3pp | 425.95%-395.5pp | 217.08%-186.6pp |
| Employer contribution / active EE | $1,689 | $4,650-63.7% | $3,674-54.0% | $4,299-60.7% |
| Participant deferral / active EE | $5,280 | $4,767+10.8% | $4,083+29.3% | $6,507-18.9% |
| Admin fee / account holder | $90 | $6,918-98.7% | $6,065-98.5% | $12,624-99.3% |