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 | $32,786 | $157,256-79.2% | $141,162-76.8% | $152,861-78.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 31.05% | 64.32%-33.3pp | 71.39%-40.3pp | 345.32%-314.3pp |
| Employer contribution / active EE | $2,120 | $5,261-59.7% | $4,735-55.2% | $4,762-55.5% |
| Participant deferral / active EE | $5,300 | $7,109-25.5% | $6,709-21.0% | $5,850-9.4% |
| Admin fee / account holder | $109 | $12,120-99.1% | $10,261-98.9% | $11,596-99.1% |