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 6-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 | $58,254 | $202,432-71.2% | $169,368-65.6% | $139,434-58.2% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.1%-34.3pp | 80.3%-37.5pp |
| Annual return | 20.37% | 531.74%-511.4pp | 405.60%-385.2pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,591 | $4,692-66.1% | $4,013-60.4% | $4,751-66.5% |
| Participant deferral / active EE | $8,827 | $6,938+27.2% | $6,221+41.9% | $6,710+31.5% |
| Admin fee / account holder | $119 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |