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 6-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 | $26,860 | $169,032-84.1% | $129,207-79.2% | $145,922-81.6% |
| Participation rate | 36.4% | 76.4%-40.1pp | 69.6%-33.2pp | 80.3%-43.9pp |
| Annual return | 30.42% | 14330.11%-14299.7pp | 9417.33%-9386.9pp | 561.29%-530.9pp |
| Employer contribution / active EE | $354 | $5,537-93.6% | $4,153-91.5% | $4,660-92.4% |
| Participant deferral / active EE | $743 | $4,987-85.1% | $4,168-82.2% | $6,688-88.9% |
| Admin fee / account holder | $289 | $9,954-97.1% | $7,715-96.3% | $13,397-97.8% |