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 | $40,471 | $115,770-65.0% | $101,248-60.0% | $158,922-74.5% |
| Participation rate | 38.1% | 79.4%-41.3pp | 75.8%-37.7pp | 82.0%-43.9pp |
| Annual return | 20.13% | 56.14%-36.0pp | 46.47%-26.3pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,768 | $4,175-57.7% | $3,660-51.7% | $4,761-62.9% |
| Participant deferral / active EE | $3,810 | $4,957-23.1% | $4,370-12.8% | $5,982-36.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |