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 3-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 | $34,836 | $109,982-68.3% | $97,226-64.2% | $145,922-76.1% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 19.70% | 242.90%-223.2pp | 75.13%-55.4pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,928 | $3,084-37.5% | $2,729-29.3% | $4,660-58.6% |
| Participant deferral / active EE | $5,198 | $4,676+11.2% | $4,264+21.9% | $6,688-22.3% |
| Admin fee / account holder | $111 | $6,221-98.2% | $5,654-98.0% | $13,397-99.2% |