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 | $39,423 | $102,966-61.7% | $90,281-56.3% | $152,861-74.2% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 30.87% | 95.16%-64.3pp | 78.10%-47.2pp | 345.32%-314.4pp |
| Employer contribution / active EE | $746 | $3,139-76.2% | $2,854-73.9% | $4,762-84.3% |
| Participant deferral / active EE | $5,429 | $4,281+26.8% | $3,885+39.7% | $5,850-7.2% |
| Admin fee / account holder | $115 | $6,171-98.1% | $5,351-97.9% | $11,596-99.0% |