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 5-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 | $41,601 | $214,378-80.6% | $200,582-79.3% | $142,382-70.8% |
| Participation rate | 63.6% | 87.4%-23.8pp | 86.9%-23.2pp | 80.1%-16.5pp |
| Annual return | 18.61% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,125 | $6,841-68.9% | $6,419-66.9% | $4,299-50.6% |
| Participant deferral / active EE | $7,316 | $9,865-25.8% | $9,331-21.6% | $6,507+12.4% |
| Admin fee / account holder | $182 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |