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 | $63,173 | $162,781-61.2% | $133,956-52.8% | $158,922-60.2% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 13.17% | 41.94%-28.8pp | 45.09%-31.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,281 | $4,975-74.3% | $3,919-67.3% | $4,761-73.1% |
| Participant deferral / active EE | $3,576 | $5,911-39.5% | $5,048-29.2% | $5,982-40.2% |
| Admin fee / account holder | $103 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |