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 | $72,861 | $112,881-35.5% | $90,951-19.9% | $158,922-54.2% |
| Participation rate | 31.6% | 74.7%-43.2pp | 69.0%-37.4pp | 82.0%-50.4pp |
| Annual return | 20.97% | 215.79%-194.8pp | 134.60%-113.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $782 | $2,893-73.0% | $2,122-63.1% | $4,761-83.6% |
| Participant deferral / active EE | $2,696 | $4,128-34.7% | $3,373-20.1% | $5,982-54.9% |
| Admin fee / account holder | $18 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |