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 7-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 | $53,499 | $96,635-44.6% | $86,612-38.2% | $139,434-61.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 22.90% | 106.41%-83.5pp | 591.07%-568.2pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,135 | $3,263-65.2% | $3,022-62.4% | $4,751-76.1% |
| Participant deferral / active EE | $2,837 | $4,836-41.3% | $4,438-36.1% | $6,710-57.7% |
| Admin fee / account holder | $222 | $6,408-96.5% | $5,614-96.0% | $11,403-98.1% |