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 | $38,611 | $127,777-69.8% | $106,548-63.8% | $167,490-76.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 16.87% | 33.87%-17.0pp | 26.80%-9.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,103 | $3,427-67.8% | $2,819-60.9% | $4,837-77.2% |
| Participant deferral / active EE | $3,912 | $5,087-23.1% | $4,398-11.0% | $6,341-38.3% |
| Admin fee / account holder | $200 | $11,228-98.2% | $7,407-97.3% | $12,309-98.4% |