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 9-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 | $31,611 | $157,256-79.9% | $141,162-77.6% | $152,861-79.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 25.11% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,186 | $5,261-77.5% | $4,735-75.0% | $4,762-75.1% |
| Participant deferral / active EE | $5,587 | $7,109-21.4% | $6,709-16.7% | $5,850-4.5% |
| Admin fee / account holder | $16 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |