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 | $42,661 | $102,966-58.6% | $90,281-52.7% | $152,861-72.1% |
| Participation rate | 38.5% | 75.9%-37.4pp | 73.3%-34.8pp | 82.4%-44.0pp |
| Annual return | 21.12% | 95.16%-74.0pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,009 | $3,139-67.9% | $2,854-64.7% | $4,762-78.8% |
| Participant deferral / active EE | $953 | $4,281-77.7% | $3,885-75.5% | $5,850-83.7% |
| Admin fee / account holder | $201 | $6,171-96.7% | $5,351-96.2% | $11,596-98.3% |