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 | $35,805 | $114,381-68.7% | $107,525-66.7% | $142,382-74.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 13.35% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,030 | $4,015-74.3% | $3,754-72.6% | $4,299-76.0% |
| Participant deferral / active EE | $2,258 | $5,564-59.4% | $5,116-55.9% | $6,507-65.3% |
| Admin fee / account holder | $144 | $9,860-98.5% | $8,919-98.4% | $12,624-98.9% |