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 | $36,267 | $179,726-79.8% | $156,263-76.8% | $142,382-74.5% |
| Participation rate | 52.2% | 82.1%-29.9pp | 78.9%-26.7pp | 80.1%-27.9pp |
| Annual return | 17.22% | 77.86%-60.6pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,794 | $6,956-59.8% | $6,158-54.6% | $6,507-57.1% |
| Admin fee / account holder | $226 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |