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 | $29,614 | $115,770-74.4% | $101,248-70.8% | $158,922-81.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 84.01% | 56.14%+27.9pp | 46.47%+37.5pp | 302.83%-218.8pp |
| Employer contribution / active EE | $1,033 | $4,175-75.3% | $3,660-71.8% | $4,761-78.3% |
| Participant deferral / active EE | $6,252 | $4,957+26.1% | $4,370+43.1% | $5,982+4.5% |
| Admin fee / account holder | $93 | $7,245-98.7% | $5,945-98.4% | $11,246-99.2% |