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 | $48,031 | $121,625-60.5% | $104,607-54.1% | $158,922-69.8% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 44.90% | 465.26%-420.4pp | 340.46%-295.6pp | 302.83%-257.9pp |
| Employer contribution / active EE | $9,911 | $3,163+213.3% | $2,681+269.7% | $4,761+108.2% |
| Participant deferral / active EE | $15,167 | $4,177+263.1% | $3,740+305.6% | $5,982+153.5% |
| Admin fee / account holder | $200 | $7,787-97.4% | $6,473-96.9% | $11,246-98.2% |