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 | $24,835 | $107,334-76.9% | $92,893-73.3% | $152,861-83.8% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 48.06% | 145.58%-97.5pp | 109.41%-61.4pp | 345.32%-297.3pp |
| Employer contribution / active EE | $1,167 | $4,221-72.4% | $3,653-68.1% | $4,762-75.5% |
| Participant deferral / active EE | $6,777 | $4,845+39.9% | $4,236+60.0% | $5,850+15.9% |
| Admin fee / account holder | $120 | $7,079-98.3% | $5,794-97.9% | $11,596-99.0% |