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 | $53,890 | $104,907-48.6% | $84,611-36.3% | $152,861-64.7% |
| Participation rate | 29.4% | 74.8%-45.4pp | 68.2%-38.8pp | 82.4%-53.0pp |
| Annual return | 28.55% | 373.79%-345.2pp | 258.74%-230.2pp | 345.32%-316.8pp |
| Employer contribution / active EE | $961 | $3,302-70.9% | $2,652-63.8% | $4,762-79.8% |
| Participant deferral / active EE | $3,406 | $4,688-27.3% | $3,899-12.6% | $5,850-41.8% |
| Admin fee / account holder | $208 | $6,241-96.7% | $4,912-95.8% | $11,596-98.2% |