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 7-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 | $48,570 | $148,534-67.3% | $135,903-64.3% | $139,434-65.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 14.88% | 79.19%-64.3pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,916 | $5,243-63.5% | $4,856-60.6% | $4,751-59.7% |
| Participant deferral / active EE | $6,932 | $8,100-14.4% | $7,758-10.6% | $6,710+3.3% |
| Admin fee / account holder | $191 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |