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 | $70,021 | $183,519-61.8% | $155,509-55.0% | $145,922-52.0% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 11.83% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,685 | $5,313-49.5% | $4,672-42.5% | $4,660-42.4% |
| Participant deferral / active EE | $3,976 | $6,462-38.5% | $5,626-29.3% | $6,688-40.5% |
| Admin fee / account holder | $126 | $19,313-99.3% | $15,912-99.2% | $13,397-99.1% |