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 | $44,808 | $115,770-61.3% | $101,248-55.7% | $158,922-71.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 25.50% | 56.14%-30.6pp | 46.47%-21.0pp | 302.83%-277.3pp |
| Employer contribution / active EE | $1,352 | $4,175-67.6% | $3,660-63.1% | $4,761-71.6% |
| Participant deferral / active EE | $5,070 | $4,957+2.3% | $4,370+16.0% | $5,982-15.2% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |