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 9-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 | $34,329 | $202,318-83.0% | $172,739-80.1% | $152,861-77.5% |
| Participation rate | 42.1% | 87.1%-45.0pp | 82.6%-40.5pp | 82.4%-40.3pp |
| Annual return | 29.75% | 1029.65%-999.9pp | 802.84%-773.1pp | 345.32%-315.6pp |
| Employer contribution / active EE | $1,328 | $5,856-77.3% | $5,143-74.2% | $4,762-72.1% |
| Participant deferral / active EE | $4,945 | $5,948-16.9% | $5,198-4.9% | $5,850-15.5% |
| Admin fee / account holder | $218 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |