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 | $36,749 | $209,411-82.5% | $178,490-79.4% | $158,922-76.9% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 10.84% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $6,141 | $5,706+7.6% | $5,011+22.6% | $4,761+29.0% |
| Participant deferral / active EE | $8,967 | $5,954+50.6% | $5,202+72.4% | $5,982+49.9% |
| Admin fee / account holder | $292 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |