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 9-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 | $48,198 | $118,680-59.4% | $98,907-51.3% | $158,922-69.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 26.33% | 372.35%-346.0pp | 196.43%-170.1pp | 302.83%-276.5pp |
| Employer contribution / active EE | $954 | $3,333-71.4% | $2,689-64.5% | $4,761-80.0% |
| Participant deferral / active EE | $2,019 | $5,088-60.3% | $4,244-52.4% | $5,982-66.3% |
| Admin fee / account holder | $52 | $10,131-99.5% | $6,642-99.2% | $11,246-99.5% |