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 | $46,957 | $105,181-55.4% | $159,436-70.5% | $85,850-45.3% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.8%-18.1pp | 69.3%-4.6pp |
| Annual return | 13.80% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,340 | $3,318-29.5% | $4,829-51.5% | $2,565-8.8% |
| Participant deferral / active EE | $10,079 | $5,945+69.5% | $7,352+37.1% | $3,952+155.1% |
| Admin fee / account holder | $202 | $6,933-97.1% | $10,799-98.1% | $6,260-96.8% |