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 | $24,019 | $124,319-80.7% | $111,297-78.4% | $167,490-85.7% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 18.39% | 37.44%-19.0pp | 54.65%-36.3pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,338 | $3,435-32.0% | $2,731-14.4% | $4,837-51.7% |
| Participant deferral / active EE | $2,969 | $5,180-42.7% | $4,487-33.8% | $6,341-53.2% |
| Admin fee / account holder | $124 | $10,618-98.8% | $7,964-98.4% | $12,309-99.0% |