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 7-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 | $43,176 | $91,190-52.7% | $178,490-75.8% | $79,858-45.9% |
| Participation rate | 52.6% | 69.2%-16.6pp | 81.9%-29.3pp | 69.6%-17.0pp |
| Annual return | 32.58% | 24.19%+8.4pp | 151.07%-118.5pp | 31.71%+0.9pp |
| Employer contribution / active EE | $1,687 | $3,256-48.2% | $5,011-66.3% | $2,471-31.7% |
| Participant deferral / active EE | $1,316 | $3,236-59.3% | $5,202-74.7% | $3,740-64.8% |
| Admin fee / account holder | $99 | $6,751-98.5% | $13,984-99.3% | $5,306-98.1% |