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 | $39,677 | $102,966-61.5% | $90,281-56.1% | $152,861-74.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 37.02% | 95.16%-58.1pp | 78.10%-41.1pp | 345.32%-308.3pp |
| Employer contribution / active EE | $2,175 | $3,139-30.7% | $2,854-23.8% | $4,762-54.3% |
| Participant deferral / active EE | $8,513 | $4,281+98.8% | $3,885+119.1% | $5,850+45.5% |
| Admin fee / account holder | $138 | $6,171-97.8% | $5,351-97.4% | $11,596-98.8% |