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 | $32,477 | $226,064-85.6% | $182,532-82.2% | $152,861-78.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 31.70% | 192.51%-160.8pp | 148.54%-116.8pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,459 | $4,978-70.7% | $4,076-64.2% | $4,762-69.4% |
| Participant deferral / active EE | $4,389 | $6,368-31.1% | $5,524-20.5% | $5,850-25.0% |
| Admin fee / account holder | $202 | $10,703-98.1% | $8,592-97.6% | $11,596-98.3% |