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 | $45,726 | $185,822-75.4% | $169,993-73.1% | $139,434-67.2% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 25.24% | 60.50%-35.3pp | 53.37%-28.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,839 | $7,590-75.8% | $6,785-72.9% | $4,751-61.3% |
| Participant deferral / active EE | $8,271 | $11,622-28.8% | $10,408-20.5% | $6,710+23.3% |
| Admin fee / account holder | $294 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |