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 | $42,623 | $165,335-74.2% | $149,696-71.5% | $158,922-73.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 21.08% | 348.15%-327.1pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,462 | $5,103-71.3% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $5,349 | $7,181-25.5% | $6,842-21.8% | $5,982-10.6% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |