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 | $40,214 | $183,519-78.1% | $155,509-74.1% | $145,922-72.4% |
| Participation rate | 52.6% | 82.7%-30.0pp | 78.2%-25.6pp | 80.3%-27.6pp |
| Annual return | 18.92% | 61.17%-42.2pp | 64.67%-45.7pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,793 | $5,313-66.2% | $4,672-61.6% | $4,660-61.5% |
| Participant deferral / active EE | $8,048 | $6,462+24.5% | $5,626+43.1% | $6,688+20.3% |
| Admin fee / account holder | $220 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |