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 | $34,461 | $227,553-84.9% | $189,557-81.8% | $167,490-79.4% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 19.68% | 78.40%-58.7pp | 64.17%-44.5pp | 478.56%-458.9pp |
| Employer contribution / active EE | $639 | $5,316-88.0% | $4,412-85.5% | $4,837-86.8% |
| Participant deferral / active EE | $3,759 | $7,002-46.3% | $6,174-39.1% | $6,341-40.7% |
| Admin fee / account holder | $45 | $11,878-99.6% | $9,807-99.5% | $12,309-99.6% |