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 | $53,302 | $102,616-48.1% | $81,983-35.0% | $158,922-66.5% |
| Participation rate | 31.3% | 75.5%-44.3pp | 69.2%-38.0pp | 82.0%-50.7pp |
| Annual return | 35.22% | 61.04%-25.8pp | 41.31%-6.1pp | 302.83%-267.6pp |
| Employer contribution / active EE | $564 | $3,240-82.6% | $2,498-77.4% | $4,761-88.2% |
| Participant deferral / active EE | $7,463 | $4,648+60.5% | $3,722+100.5% | $5,982+24.7% |
| Admin fee / account holder | $39 | $8,235-99.5% | $5,664-99.3% | $11,246-99.7% |