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 | $27,221 | $149,734-81.8% | $118,925-77.1% | $158,922-82.9% |
| Participation rate | 58.3% | 82.1%-23.7pp | 75.4%-17.0pp | 82.0%-23.6pp |
| Annual return | 30.60% | 19.95%+10.7pp | 35.88%-5.3pp | 302.83%-272.2pp |
| Employer contribution / active EE | $1,525 | $4,115-62.9% | $3,263-53.3% | $4,761-68.0% |
| Participant deferral / active EE | $7,058 | $5,223+35.1% | $4,265+65.5% | $5,982+18.0% |
| Admin fee / account holder | $171 | $8,603-98.0% | $6,581-97.4% | $11,246-98.5% |