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 | $41,306 | $175,202-76.4% | $149,673-72.4% | $139,434-70.4% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 24.13% | 166.71%-142.6pp | 134.42%-110.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,475 | $5,474-73.1% | $4,818-69.4% | $4,751-69.0% |
| Participant deferral / active EE | $3,395 | $6,519-47.9% | $5,680-40.2% | $6,710-49.4% |
| Admin fee / account holder | $17 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |