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 | $36,331 | $115,770-68.6% | $101,248-64.1% | $158,922-77.1% |
| Participation rate | 38.9% | 79.4%-40.5pp | 75.8%-36.9pp | 82.0%-43.1pp |
| Annual return | 31.14% | 56.14%-25.0pp | 46.47%-15.3pp | 302.83%-271.7pp |
| Employer contribution / active EE | $1,415 | $4,175-66.1% | $3,660-61.3% | $4,761-70.3% |
| Participant deferral / active EE | $3,844 | $4,957-22.5% | $4,370-12.0% | $5,982-35.7% |
| Admin fee / account holder | $219 | $7,245-97.0% | $5,945-96.3% | $11,246-98.1% |