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 | $40,083 | $209,411-80.9% | $178,490-77.5% | $158,922-74.8% |
| Participation rate | 41.7% | 86.3%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 19.51% | 188.75%-169.2pp | 151.07%-131.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,801 | $5,706-68.4% | $5,011-64.1% | $4,761-62.2% |
| Participant deferral / active EE | $4,175 | $5,954-29.9% | $5,202-19.7% | $5,982-30.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |