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 | $48,324 | $115,770-58.3% | $101,248-52.3% | $158,922-69.6% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 34.09% | 56.14%-22.0pp | 46.47%-12.4pp | 302.83%-268.7pp |
| Employer contribution / active EE | $1,372 | $4,175-67.1% | $3,660-62.5% | $4,761-71.2% |
| Participant deferral / active EE | $6,974 | $4,957+40.7% | $4,370+59.6% | $5,982+16.6% |
| Admin fee / account holder | $135 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |