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 | $50,343 | $165,335-69.6% | $149,696-66.4% | $158,922-68.3% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 23.03% | 348.15%-325.1pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,468 | $5,103-32.0% | $4,644-25.3% | $4,761-27.2% |
| Participant deferral / active EE | $5,139 | $7,181-28.4% | $6,842-24.9% | $5,982-14.1% |
| Admin fee / account holder | $232 | $10,807-97.9% | $9,309-97.5% | $11,246-97.9% |