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 9-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 | $56,972 | $112,881-49.5% | $90,951-37.4% | $158,922-64.2% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 18.25% | 215.79%-197.5pp | 134.60%-116.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $966 | $2,893-66.6% | $2,122-54.5% | $4,761-79.7% |
| Participant deferral / active EE | $9,500 | $4,128+130.2% | $3,373+181.7% | $5,982+58.8% |
| Admin fee / account holder | $265 | $8,041-96.7% | $5,959-95.6% | $11,246-97.6% |