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 6-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 | $31,192 | $148,534-79.0% | $135,903-77.0% | $139,434-77.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.28% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,864 | $5,243-64.5% | $4,856-61.6% | $4,751-60.8% |
| Participant deferral / active EE | $6,912 | $8,100-14.7% | $7,758-10.9% | $6,710+3.0% |
| Admin fee / account holder | $121 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |